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
8 advisors left C•••••••• F•••••••• G•••• A••••••• for D•• W••••• A•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur M. Winstead | Greensboro, Nc | Jun 3, 2019 | Jun 3, 2019 |
| Charlie Lee Welborn | Sanford, Nc | Jun 3, 2019 | Jun 3, 2019 |
| Michael Richard Gillis | Greensboro, Nc | Jun 3, 2019 | Jun 3, 2019 |
| Ralph Milton Howell | Greensboro, Nc | Jun 11, 2019 | Jun 11, 2019 |
| Charles Gregory Carrick | Sanford, Nc | Jun 17, 2019 | Jun 17, 2019 |
| Charles Elliott Carrick | Durham, Nc | Jun 27, 2019 | Jun 28, 2019 |
| Jeffery Wen-Jun Hwang | Greensboro, Nc | Jun 28, 2019 | Jun 28, 2019 |
| William Bradford Mann | Greensboro, Nc | Jun 28, 2019 | Jun 28, 2019 |
The rule
- Registrations ended
- Jun 3, 2019 to Jun 28, 2019
- Registered next
- Jun 3, 2019 to Jun 28, 2019
- Branch state
- NC
- Cities
- 3, most in Greensboro, Nc
- Registered there that day
- 307 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape