DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left T•• W••••• G••••• L•• for S••••• A•• C•••••• W••••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jamie David Sledge | High Point, Nc | Jul 16, 2025 | May 23, 2025 |
| Justin David Sledge | High Point, Nc | Jul 16, 2025 | May 29, 2025 |
| Warren Chad Carrick | High Point, Nc | Jul 16, 2025 | May 29, 2025 |
The rule
- Registrations ended
- Jul 16, 2025
- Registered next
- May 23, 2025 to May 29, 2025
- Branch state
- NC
- Cities
- 1, most in High Point, Nc
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape