DFX Intelligence
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Team lift-out
2 advisors left A•••••••• C•••••• M••••••••• for I•••••••• A••••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 31, 2025 to Feb 13, 2025
- Registered next
- Feb 4, 2025 to Mar 3, 2025
- Branch state
- NC
- Cities
- 1, most in Cornelius, Nc
- Registered there that day
- 96 (people still on IAPD; an estimate)
- Share of that headcount
- 2.1%
- Succession by the destination
- none on the tape