DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left F•••••••• A••••••• S•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Deena Renee WilsonCharlotte, NcSep 11, 2018Aug 17, 2018
Elizabeth Sheets LeventisCharlotte, NcSep 11, 2018Aug 17, 2018
Frederick Scott IngoldCharlotte, NcSep 11, 2018Sep 16, 2018
The rule
Registrations ended
Sep 11, 2018
Registered next
Aug 17, 2018 to Sep 16, 2018
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
326 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of F•••••••• A••••••• S•••••••• L••Other teams into L•• F•••••••• L••