DFX Intelligence
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Team lift-out
4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M••••• G••••• A••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Madison Lyn Ramella | Asheville, Nc | Jul 8, 2022 | May 22, 2024 |
| David Matthew Werle | Asheville, Nc | Jul 19, 2022 | Jul 28, 2022 |
| Jennifer Leigh Adams | Asheville, Nc | Jul 19, 2022 | Jul 28, 2022 |
| Kathryn Dale Beach | Asheville, Nc | Jul 19, 2022 | Jul 28, 2022 |
The rule
- Registrations ended
- Jul 8, 2022 to Jul 19, 2022
- Registered next
- Jul 28, 2022 to May 22, 2024
- Branch state
- NC
- Cities
- 1, most in Asheville, Nc
- Registered there that day
- 5,201 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape