DFX Intelligence
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Team lift-out
2 advisors left W•••••••• S•••• • T••••• A•••• M••••••••• L•• for C••••••••• C••••••••• A••••••• S••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 19, 2024
- Registered next
- Apr 21, 2024
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- Succession by the destination
- none on the tape