DFX Intelligence
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Team lift-out
2 advisors left S••••••••• W••••• M••••••••• L•• for W•• W••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Candace K Swayne | Greenville, Sc | Dec 31, 2020 | Dec 11, 2020 |
| William M Swayne | Greenville, Sc | Dec 31, 2020 | Sep 2, 2022 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Dec 11, 2020 to Sep 2, 2022
- Branch state
- SC
- Cities
- 1, most in Greenville, Sc
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape