DFX Intelligence
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Team lift-out
2 advisors left H••••• I••••••••• M••••••••• L•• for V••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Jay Gollehon | Aberdeen, Nc | Apr 19, 2018 | May 19, 2018 |
| William Neal Kearney | Mooresville, Nc | Apr 25, 2018 | Apr 24, 2018 |
The rule
- Registrations ended
- Apr 19, 2018 to Apr 25, 2018
- Registered next
- Apr 24, 2018 to May 19, 2018
- Branch state
- NC
- Cities
- 2, most in Aberdeen, Nc
- Registered there that day
- 137 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape