DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
13 advisors left C••••••••• W••••• for C••••••••• W•••••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Ballantyne Barnes | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Andrew Kelsey Smith | Cornelius, Nc | Dec 31, 2017 | Jan 5, 2018 |
| Brenda Hance Pressley | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Charles Douglas Robinson | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Craig Alan Rubrecht | Cornelius, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Jeffrey Alan Carbone | Cornelius, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Jeffrey Norman Powell | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Jeremy Warman Grant | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Jerett Ross Dimarzio | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Katherine Marie Jamil | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Kyle Michael Fischer | Huntersville, Nc | Dec 31, 2017 | Jan 3, 2018 |
| Matthew James Sandberg | Huntersville, Nc | Dec 31, 2017 | Jan 5, 2018 |
| Edward Massenburg Wood | Huntersville, Nc | Jan 4, 2018 | Jan 4, 2018 |
The rule
- Registrations ended
- Dec 31, 2017 to Jan 4, 2018
- Registered next
- Jan 3, 2018 to Jan 5, 2018
- Branch state
- NC
- Cities
- 2, most in Huntersville, Nc
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 68%
- Succession by the destination
- none on the tape