DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for M•• I•••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John B Troy | Hunt Valley, Md | Apr 29, 2022 | Jan 16, 2024 |
| Matthew J Grace | Chevy Chase, Md | May 4, 2022 | May 5, 2022 |
The rule
- Registrations ended
- Apr 29, 2022 to May 4, 2022
- Registered next
- May 5, 2022 to Jan 16, 2024
- Branch state
- MD
- Cities
- 2, most in Hunt Valley, Md
- Registered there that day
- 1,471 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape