DFX Intelligence
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Team lift-out
8 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Claude Lee Ives | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| Harper J Hicks | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| James Patrick Waters | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| James Wyatt Freeman | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| Kristen A Richards | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| Marjori S Brown | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| Samuel Taylor Barden | Charlotte, Nc | Feb 14, 2024 | Feb 8, 2024 |
| Ashley Mary Haisch | Charlotte, Nc | Feb 15, 2024 | Feb 8, 2024 |
The rule
- Registrations ended
- Feb 14, 2024 to Feb 15, 2024
- Registered next
- Feb 8, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 20,390 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape