DFX Intelligence
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Team lift-out
2 advisors left B•••• F••••••••• L•• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Scott Mayor | Charlotte, Nc | Aug 27, 2024 | Aug 7, 2024 |
| William Mccomas Byron | Charlotte, Nc | Aug 27, 2024 | Aug 7, 2024 |
The rule
- Registrations ended
- Aug 27, 2024
- Registered next
- Aug 7, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm