DFX Intelligence
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Team lift-out
3 advisors left N••••• for I•••••••• A••••••• S••••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher William Habedank | Mooresville, Nc | Aug 5, 2026 | Aug 4, 2026 |
| Kevin Edward Sullivan | High Point, Nc | Aug 5, 2026 | Aug 4, 2026 |
| Tyler B Ashley | Mooresville, Nc | Aug 5, 2026 | Aug 4, 2026 |
The rule
- Registrations ended
- Aug 5, 2026
- Registered next
- Aug 4, 2026
- Branch state
- NC
- Cities
- 2, most in Mooresville, Nc
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- Succession by the destination
- none on the tape