DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left A•••••••• C•••••• M••••••••• for P••••••• A•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Kathleen SkoglundCornelius, NcFeb 15, 2018Feb 15, 2018
Robert KortCornelius, NcFeb 15, 2018Feb 15, 2018
Gregory Carl MayesCornelius, NcFeb 16, 2018Feb 15, 2018
James Wesley PolingCornelius, NcFeb 27, 2018Feb 27, 2018
Kevin Michael BucherCornelius, NcFeb 27, 2018Feb 27, 2018
Peter A SamenukCornelius, NcFeb 27, 2018Mar 15, 2018
Ronald Arthur MyersCornelius, NcFeb 27, 2018Feb 27, 2018
Ruth Denise GoldsteinCornelius, NcFeb 27, 2018Feb 20, 2018
The rule
Registrations ended
Feb 15, 2018 to Feb 27, 2018
Registered next
Feb 15, 2018 to Mar 15, 2018
Branch state
NC
Cities
1, most in Cornelius, Nc
Registered there that day
53 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape
Other teams out of A•••••••• C•••••• M•••••••••Other teams into P••••••• A•••••••