DFX Intelligence
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Team lift-out
2 advisors left B••••••••• A•••• M••••••••• L•• for B••••••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chessada Terrell Laney | Charlotte, Nc | Dec 31, 2021 | Feb 17, 2022 |
| Wesley Michael White | Raleigh, Nc | Dec 31, 2021 | Jan 14, 2022 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Jan 14, 2022 to Feb 17, 2022
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 7.7%
- Succession by the destination
- none on the tape