DFX Intelligence
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Team lift-out
2 advisors left A••••••• A••••• L•• for A• W••••• M••••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Randall Bostian | Hickory, Nc | Oct 20, 2021 | Oct 19, 2021 |
| Jason Rindskopf | Huntersville, Nc | Oct 20, 2021 | Oct 20, 2021 |
The rule
- Registrations ended
- Oct 20, 2021
- Registered next
- Oct 19, 2021 to Oct 20, 2021
- Branch state
- NC
- Cities
- 2, most in Hickory, Nc
- Registered there that day
- 29 (people still on IAPD; an estimate)
- Share of that headcount
- 6.9%
- Succession by the destination
- none on the tape