DFX Intelligence
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Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry James Gilrane | Charlotte, Nc | May 8, 2018 | May 29, 2018 |
| Benjamin Brockinton Fraser | Charlotte, Nc | May 8, 2018 | Aug 13, 2018 |
| Casey James Davison | Charlotte, Nc | May 8, 2018 | Nov 13, 2018 |
The rule
- Registrations ended
- May 8, 2018
- Registered next
- May 29, 2018 to Nov 13, 2018
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 3,373 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape