DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left G••••• A•••• M••••••••• L•• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Todd Edward Zempel | Durham, Nc | Nov 8, 2024 | Nov 8, 2024 |
| Joseph Michael Gordon | Durham, Nc | Nov 22, 2024 | Nov 22, 2024 |
The rule
- Registrations ended
- Nov 8, 2024 to Nov 22, 2024
- Registered next
- Nov 8, 2024 to Nov 22, 2024
- Branch state
- NC
- Cities
- 1, most in Durham, Nc
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape