DFX Intelligence
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Team lift-out
2 advisors left V•••• C••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Stephen Boynton Jr | Charlotte, Nc | Feb 11, 2025 | Feb 10, 2025 |
| Roger Theron Mcdonald | Charlotte, Nc | Feb 11, 2025 | Feb 10, 2025 |
The rule
- Registrations ended
- Feb 11, 2025
- Registered next
- Feb 10, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 82 (people still on IAPD; an estimate)
- Share of that headcount
- 2.4%
- Succession by the destination
- none on the tape