DFX Intelligence
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Team lift-out
2 advisors left A•••••• A••••••• S••••••• for F•••• F•••••••• M••••••••• L•
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Michael Benson | High Point, Nc | Jul 2, 2025 | Jul 7, 2025 |
| Mark David Bulmer | High Point, Nc | Jul 2, 2025 | Jul 1, 2025 |
The rule
- Registrations ended
- Jul 2, 2025
- Registered next
- Jul 1, 2025 to Jul 7, 2025
- Branch state
- NC
- Cities
- 1, most in High Point, Nc
- Registered there that day
- 2,135 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape