DFX Intelligence
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Team lift-out
8 advisors left A•••••• A••••••• S••••••• for P••••••••• • A• E••••••••• C••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Eli Barton Buchanan | Cary, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Arthur Kent Pittman | Oriental, Nc | Aug 19, 2024 | Aug 12, 2024 |
| Cheryl Lynne Rhew | Holly Springs, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Elizabeth Broadway | Raleigh, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Heather Lynn Dean | Raleigh, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Jennifer Allyn Mckinnon | Cary, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Lawrence Hamilton | Raleigh, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Matthew Schanz | Raleigh, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Peter Adams | Raleigh, Nc | Aug 19, 2024 | Aug 13, 2024 |
| Robert Brooks Malone | Raleigh, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Timothy Craig Gupton | Blowing Rock, Nc | Aug 19, 2024 | Aug 7, 2024 |
| Timothy Scott Naylor | Raleigh, Nc | Aug 19, 2024 | Aug 7, 2024 |
The rule
- Registrations ended
- Aug 19, 2024
- Registered next
- Aug 7, 2024 to Aug 12, 2024
- Branch state
- NC
- Cities
- 3, most in Raleigh, Nc
- Registered there that day
- 2,071 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape