DFX Intelligence
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Team lift-out
2 advisors left K•••• M••••••••• for A••••••• W••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janet Long Correll | Charlotte, Nc | Aug 19, 2022 | Aug 19, 2022 |
| Jonathan Hogan | Charlotte, Nc | Aug 19, 2022 | Aug 19, 2022 |
| Steven Michael Grubner | Charlotte, Nc | Aug 19, 2022 | Aug 19, 2022 |
The rule
- Registrations ended
- Aug 19, 2022
- Registered next
- Aug 19, 2022
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 35 (people still on IAPD; an estimate)
- Share of that headcount
- 5.7%
- Succession by the destination
- none on the tape