DFX Intelligence
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Team lift-out
2 advisors left M••••• W••••• M••••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Hendrie Morton | Greensboro, Nc | Dec 31, 2018 | Aug 30, 2018 |
| Walter Edward Abele | Greensboro, Nc | Dec 31, 2018 | Aug 30, 2018 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Aug 30, 2018
- Branch state
- NC
- Cities
- 1, most in Greensboro, Nc
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape