DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for A••• I••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel James Storment | Charlotte, Nc | Oct 1, 2021 | Nov 10, 2021 |
| Lansen E-Long Pan | Charlotte, Nc | Oct 14, 2021 | Oct 28, 2021 |
The rule
- Registrations ended
- Oct 1, 2021 to Oct 14, 2021
- Registered next
- Oct 28, 2021 to Nov 10, 2021
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,499 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape