DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gordon Scott Wallace | Annapolis, Md | Jul 1, 2021 | Jun 3, 2021 |
| Jacob Harrison Leddy | Annapolis, Md | Jul 1, 2021 | Jun 3, 2021 |
| Joan Cappiello Livingston | Annapolis, Md | Jul 1, 2021 | Jun 3, 2021 |
The rule
- Registrations ended
- Jul 1, 2021
- Registered next
- Jun 3, 2021
- Branch state
- MD
- Cities
- 1, most in Annapolis, Md
- Registered there that day
- 22,260 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape