DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Thorpe Roberts | Charlotte, Nc | Dec 2, 2024 | Dec 20, 2024 |
| Ishan Ashish Chitale | Charlotte, Nc | Dec 10, 2024 | Jan 27, 2025 |
The rule
- Registrations ended
- Dec 2, 2024 to Dec 10, 2024
- Registered next
- Dec 20, 2024 to Jan 27, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,743 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape