DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for B•••••••• F•••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher B. Kemper | Mint Hill, Nc | Jun 2, 2023 | May 26, 2023 |
| Melissa L Miller | Mint Hill, Nc | Jun 2, 2023 | May 26, 2023 |
The rule
- Registrations ended
- Jun 2, 2023
- Registered next
- May 26, 2023
- Branch state
- NC
- Cities
- 1, most in Mint Hill, Nc
- Registered there that day
- 3,289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape