DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T• R••• P•••• A••••••• S•••••••• I•••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren Nicole Szczybor | Hunt Valley, Md | May 21, 2019 | Jun 11, 2019 |
| Michael Thomas Samra | Hunt Valley, Md | May 28, 2019 | Aug 8, 2019 |
The rule
- Registrations ended
- May 21, 2019 to May 28, 2019
- Registered next
- Jun 11, 2019 to Aug 8, 2019
- Branch state
- MD
- Cities
- 1, most in Hunt Valley, Md
- Registered there that day
- 20,974 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape