DFX Intelligence
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Team lift-out
2 advisors left W••••••• F•••••••• A•••••••• I••• for B•••• C•••• W••••• A••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Lane Brown | Chapel Hill, Nc | Dec 21, 2022 | Mar 10, 2023 |
| Joseph Michael Marques | Chapel Hill, Nc | Dec 21, 2022 | Mar 10, 2023 |
The rule
- Registrations ended
- Dec 21, 2022
- Registered next
- Mar 10, 2023
- Branch state
- NC
- Cities
- 1, most in Chapel Hill, Nc
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape