DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard S Hamilton | Charlotte, Nc | Oct 17, 2024 | Jan 2, 2025 |
| Nicholas L Max | Charlotte, Nc | Oct 31, 2024 | May 27, 2025 |
The rule
- Registrations ended
- Oct 17, 2024 to Oct 31, 2024
- Registered next
- Jan 2, 2025 to May 27, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,754 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape