DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• A••••••• G••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Devon Jerrard | Hunt Valley, Md | Jul 6, 2022 | Aug 11, 2022 |
| Ravneet Singh Chadha | Hunt Valley, Md | Jul 6, 2022 | Aug 2, 2022 |
The rule
- Registrations ended
- Jul 6, 2022
- Registered next
- Aug 2, 2022 to Aug 11, 2022
- Branch state
- MD
- Cities
- 1, most in Hunt Valley, Md
- Registered there that day
- 21,893 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Apr 6, 2023), not necessarily this firm