DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C•••••••• I••••••••• C••••••••• L•• for C•••••••• W••••• C••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeanne Kelsey Fritchley | Waxhaw, Nc | Dec 31, 2016 | May 11, 2019 |
| Thomas Edward Highsmith | Charlotte, Nc | Dec 31, 2016 | May 13, 2019 |
The rule
- Registrations ended
- Dec 31, 2016
- Registered next
- May 11, 2019 to May 13, 2019
- Branch state
- NC
- Cities
- 2, most in Waxhaw, Nc
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape