DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carlos Vallejo-Bustamante | Hunt Valley, Md | Apr 21, 2025 | May 12, 2025 |
| Danny James Embrey | North Bethesda, Md | Apr 30, 2025 | Apr 29, 2025 |
The rule
- Registrations ended
- Apr 21, 2025 to Apr 30, 2025
- Registered next
- Apr 29, 2025 to May 12, 2025
- Branch state
- MD
- Cities
- 2, most in Hunt Valley, Md
- Registered there that day
- 24,357 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape