DFX Intelligence
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Team lift-out
2 advisors left S••• F•••••••• A••••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alfred A. Jordano | Raleigh, Nc | Apr 13, 2021 | Apr 21, 2021 |
| Chip Jason Jurgensen | Raleigh, Nc | Apr 13, 2021 | Apr 21, 2021 |
The rule
- Registrations ended
- Apr 13, 2021
- Registered next
- Apr 21, 2021
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape