DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for C••••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edwin Thomas Shields | Huntsville, Nc | Apr 10, 2026 | Mar 31, 2026 |
| Kenneth J Calhoun | Gastonia, Nc | Apr 10, 2026 | Mar 30, 2026 |
| Michael Lee Proud | Belmont, Nc | Apr 10, 2026 | Mar 30, 2026 |
The rule
- Registrations ended
- Apr 10, 2026
- Registered next
- Mar 30, 2026 to Mar 31, 2026
- Branch state
- NC
- Cities
- 3, most in Gastonia, Nc
- Registered there that day
- 3,709 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape