DFX Intelligence
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Team lift-out
7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for K••••• A••••••• S•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melinda L Schrum | Frederick, Md | Sep 8, 2020 | Sep 4, 2020 |
| Susan A Clime | Frederick, Md | Sep 8, 2020 | Sep 4, 2020 |
| Joshua Daniel Donofry | Frederick, Md | Sep 10, 2020 | Sep 4, 2020 |
| Mark Andrew Mayer | Frederick, Md | Sep 10, 2020 | Sep 8, 2020 |
| Paul James Mcarthur | Frederick, Md | Sep 10, 2020 | Sep 8, 2020 |
| William Michael Coffey | Frederick, Md | Sep 10, 2020 | Sep 8, 2020 |
| Morgan Alexandra Kelly | Frederick, Md | Sep 11, 2020 | Sep 4, 2020 |
The rule
- Registrations ended
- Sep 8, 2020 to Sep 11, 2020
- Registered next
- Sep 4, 2020 to Sep 8, 2020
- Branch state
- MD
- Cities
- 1, most in Frederick, Md
- Registered there that day
- 22,002 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape