DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M••••••••• F•••••••• M••••••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Lawrence Mauney | Shelby, Nc | Apr 2, 2026 | Mar 31, 2026 |
| Robert Graham Pitt | Cornelius, Nc | Apr 2, 2026 | Mar 31, 2026 |
The rule
- Registrations ended
- Apr 2, 2026
- Registered next
- Mar 31, 2026
- Branch state
- NC
- Cities
- 2, most in Cornelius, Nc
- Registered there that day
- 6,434 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape