DFX Intelligence
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Team lift-out
4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Robert Luce | Raleigh, Nc | Mar 16, 2023 | Mar 14, 2023 |
| David Andrew Leder | Chapel Hill, Nc | Mar 17, 2023 | Mar 14, 2023 |
| Michael Davies | Raleigh, Nc | Mar 17, 2023 | Mar 14, 2023 |
| Victor Phillip Navarroli | Chapel Hill, Nc | Mar 17, 2023 | Mar 14, 2023 |
The rule
- Registrations ended
- Mar 16, 2023 to Mar 17, 2023
- Registered next
- Mar 14, 2023
- Branch state
- NC
- Cities
- 2, most in Raleigh, Nc
- Registered there that day
- 3,295 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape