DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left C•••••• F•••••••• A••••••••• I•• for L•• F•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Derek HawkCharlotte, NcNov 16, 2018Nov 14, 2018
Austin Keith TerryCharlotte, NcNov 19, 2018Nov 14, 2018
Carl David TolsonCharlotte, NcNov 19, 2018Nov 14, 2018
Donald Cody BowersCharlotte, NcNov 19, 2018Nov 14, 2018
Jacob Charles CarrCharlotte, NcNov 19, 2018Nov 14, 2018
Keith Robert BentonCharlotte, NcNov 19, 2018Nov 14, 2018
The rule
Registrations ended
Nov 16, 2018 to Nov 19, 2018
Registered next
Nov 14, 2018
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
32 (people still on IAPD; an estimate)
Share of that headcount
19%
Succession by the destination
none on the tape
Other teams out of C•••••• F•••••••• A••••••••• I••Other teams into L•• F•••••••• L••