DFX Intelligence
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Team lift-out
5 advisors left A•••••••• C•••••• M••••••••• for S•••••••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 20, 2023
- Registered next
- Dec 21, 2022 to Dec 22, 2022
- Branch state
- NC
- Cities
- 1, most in Cornelius, Nc
- Registered there that day
- 93 (people still on IAPD; an estimate)
- Share of that headcount
- 5.4%
- Succession by the destination
- none on the tape