DFX Intelligence
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Team lift-out
2 advisors left C•••••• F•••••••• A••••••••• I•• for M•••••••• W••••• A••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Reese Bailey | Charlotte, Nc | Sep 30, 2021 | Sep 30, 2021 |
| Philip Reese Bailey | Charlotte, Nc | Sep 30, 2021 | Sep 30, 2021 |
The rule
- Registrations ended
- Sep 30, 2021
- Registered next
- Sep 30, 2021
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape