DFX Intelligence
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Team lift-out
4 advisors left C•••••• I••••••••• A••••••• S•••••••• L•• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Harold York | Raleigh, Nc | Mar 5, 2026 | Mar 5, 2026 |
| Timothy Christopher Britt | Cary, Nc | Mar 5, 2026 | Mar 5, 2026 |
| Morgan Larner Mccullen | Raleigh, Nc | Mar 11, 2026 | Mar 9, 2026 |
| Lawrence Roger Allen | Raleigh, Nc | Mar 25, 2026 | Mar 17, 2026 |
The rule
- Registrations ended
- Mar 5, 2026 to Mar 25, 2026
- Registered next
- Mar 5, 2026 to Mar 17, 2026
- Branch state
- NC
- Cities
- 2, most in Cary, Nc
- Registered there that day
- 106 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape