DFX Intelligence
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Team lift-out
2 advisors left S•••••••• F•••••••• A•••••••• L•• for B••••••••• W••••• A•••••••• L••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 15, 2025 to May 23, 2025
- Registered next
- May 21, 2025 to Jun 11, 2025
- Branch state
- NC
- Cities
- 1, most in Flat Rock, Nc
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape