DFX Intelligence
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Team lift-out
3 advisors left V••••••• A•••••••• I••• for F••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jesse James Wideman | Charlotte, Nc | Aug 5, 2021 | Jul 28, 2021 |
| Maria Dianne Aprill Ergas | Charlotte, Nc | Aug 6, 2021 | Aug 3, 2021 |
| Robert Connor Dillon | Charlotte, Nc | Aug 6, 2021 | Aug 10, 2021 |
The rule
- Registrations ended
- Aug 5, 2021 to Aug 6, 2021
- Registered next
- Jul 28, 2021 to Aug 10, 2021
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,445 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape