DFX Intelligence
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Team lift-out
2 advisors left K•• C•••••• P•••••••• L•• for C••• C••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Michael Kelly | Raleigh, Nc | Jan 19, 2022 | Jan 10, 2022 |
| Sheldon Michael Fox | Raleigh, Nc | Jan 19, 2022 | Jan 10, 2022 |
The rule
- Registrations ended
- Jan 19, 2022
- Registered next
- Jan 10, 2022
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape