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
2 advisors left A•••••••• C•••••• M••••••••• for P•••••••• M•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Corey J Cyr | Cornelius, Nc | May 13, 2021 | May 21, 2021 |
| Michael Kent Petticord | Winstonsalem, Nc | May 13, 2021 | May 3, 2021 |
The rule
- Registrations ended
- May 13, 2021
- Registered next
- May 3, 2021 to May 21, 2021
- Branch state
- NC
- Cities
- 2, most in Winstonsalem, Nc
- Registered there that day
- 87 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape