DFX Intelligence
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Team lift-out
2 advisors left K•••••• W••••• M••••••••• L•• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Jane Yount | Charlotte, Nc | Dec 31, 2019 | Jan 2, 2020 |
| Melissa J Boyer | Charlotte, Nc | Dec 31, 2019 | Jan 2, 2020 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Jan 2, 2020
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape