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 |
|---|---|---|---|
| Douglas Gray Marion | Cornelius, Nc | Oct 31, 2023 | Nov 2, 2023 |
| Renee Walsh Simpson | Cornelius, Nc | Oct 31, 2023 | Nov 2, 2023 |
The rule
- Registrations ended
- Oct 31, 2023
- Registered next
- Nov 2, 2023
- Branch state
- NC
- Cities
- 1, most in Cornelius, Nc
- Registered there that day
- 81 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape