DFX Intelligence
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Team lift-out
3 advisors left M••••• C•••••• A•••••••• L•• for M••••• C•••••• M••••••••• C••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Axmacher | Raleigh, Nc | Dec 4, 2023 | Jan 1, 2026 |
| Kristof Wild | Raleigh, Nc | Dec 5, 2023 | Jan 25, 2022 |
| Peter Anthony Montalbano | Raleigh, Nc | Dec 5, 2023 | Jan 12, 2022 |
The rule
- Registrations ended
- Dec 4, 2023 to Dec 5, 2023
- Registered next
- Jan 13, 2022 to Jan 1, 2026
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape