DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for B••••••• W••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory S Will | Chevy Chase, Md | Apr 8, 2019 | Jun 17, 2019 |
| Matthew Robert Costa | Chevy Chase, Md | Apr 9, 2019 | Jun 17, 2019 |
The rule
- Registrations ended
- Apr 8, 2019 to Apr 9, 2019
- Registered next
- Jun 17, 2019
- Branch state
- MD
- Cities
- 1, most in Chevy Chase, Md
- Registered there that day
- 1,204 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape