DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for P•• W••••• M•••••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harrison Malone | Columbia, Md | Sep 17, 2025 | Oct 1, 2025 |
| Trey Book | Columbia, Md | Sep 19, 2025 | Oct 1, 2025 |
The rule
- Registrations ended
- Sep 17, 2025 to Sep 19, 2025
- Registered next
- Oct 1, 2025
- Branch state
- MD
- Cities
- 1, most in Columbia, Md
- Registered there that day
- 4,087 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape