DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for A••••• A•• P••••••• S•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ian Mershon Ellis | Charlotte, Nc | Oct 5, 2023 | Oct 23, 2023 |
| Micah Lee White | Charlotte, Nc | Oct 17, 2023 | Nov 20, 2023 |
The rule
- Registrations ended
- Oct 5, 2023 to Oct 17, 2023
- Registered next
- Oct 23, 2023 to Nov 20, 2023
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,854 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape