DFX Intelligence
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Team lift-out
2 advisors left A•••••••• C•••••• M••••••••• for E••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Jakiel | Charlotte, Nc | Jul 24, 2023 | Jul 26, 2023 |
| Jerry W Neal | Cornelius, Nc | Jul 27, 2023 | Aug 3, 2023 |
The rule
- Registrations ended
- Jul 24, 2023 to Jul 27, 2023
- Registered next
- Jul 26, 2023 to Aug 3, 2023
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 89 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape