DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S•••••• P••••••• I••••••••• A•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Michael Elms | Charlotte, Nc | Mar 15, 2024 | Mar 15, 2024 |
| Courtney Heath Williams | Charlotte, Nc | Mar 15, 2024 | Mar 15, 2024 |
| Terry Noel Estes | Monroe, Nc | Mar 15, 2024 | Mar 26, 2024 |
The rule
- Registrations ended
- Mar 15, 2024
- Registered next
- Mar 15, 2024 to Mar 26, 2024
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 5,594 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape