DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• F•••••••• N••••••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin Michael DaughertyBurlington, NcJun 16, 2021Jun 15, 2021
Jeffrey Scott BlaserBurlington, NcJun 16, 2021Jun 15, 2021
Jill Parrish MiddletonBurlington, NcJun 16, 2021Jun 15, 2021
The rule
Registrations ended
Jun 16, 2021
Registered next
Jun 15, 2021
Branch state
NC
Cities
1, most in Burlington, Nc
Registered there that day
4,779 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into C••••••••• F•••••••• N••••••