DFX Intelligence
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Team lift-out
5 advisors left P•••••••• S••••••••• I••• for P•••••••• A•••••• S•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Louise Pritchard | Charlotte, Nc | Nov 26, 2023 | Feb 21, 2024 |
| Charles W Sleeth | Charlotte, Nc | Nov 26, 2023 | Jun 25, 2024 |
| Jacob Michael Bugica | Charlotte, Nc | Nov 26, 2023 | Aug 15, 2024 |
| Rajwinder Kaur | Charlotte, Nc | Nov 26, 2023 | Aug 12, 2024 |
The rule
- Registrations ended
- Nov 26, 2023
- Registered next
- Feb 21, 2024 to Aug 15, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 1,129 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape