DFX Intelligence
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Team lift-out
2 advisors left S••••• M••••••••• for E•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ronnie Myron Kidd | High Point, Nc | Mar 1, 2023 | Dec 2, 2022 |
| Stephen Craig Tosi | Hight Point, Nc | Mar 1, 2023 | Dec 2, 2022 |
The rule
- Registrations ended
- Mar 1, 2023
- Registered next
- Dec 2, 2022
- Branch state
- NC
- Cities
- 2, most in High Point, Nc
- Registered there that day
- 79 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape