DFX Intelligence
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Team lift-out
2 advisors left Q•••••• A•••• M••••••••• I••• for C•••• W••••• G•••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Martin Kolbenschlag | Charlotte, Nc | Jan 11, 2019 | Jan 29, 2019 |
| Tyler Joseph Kolbenschlag | Charlotte, Nc | Jan 11, 2019 | Jan 29, 2019 |
The rule
- Registrations ended
- Jan 11, 2019
- Registered next
- Jan 29, 2019
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 310 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape