DFX Intelligence
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2 advisors left V••••••• A•••••••• I••• for L•• F•••••••• L••
Team lift-outjoined L•• F•••••••• L••
No date on record · this record
No date on record · this record
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Roasa | Charlotte, Nc | Nov 3, 2021 | May 3, 2022 |
| Jonathan Hreha | Charlotte, Nc | Nov 12, 2021 | Feb 7, 2023 |
The rule
- Registrations ended
- Nov 3, 2021 to Nov 12, 2021
- Registered next
- May 3, 2022 to Feb 7, 2023
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,525 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape