DFX Intelligence
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Team lift-out
2 advisors left I••••••••• A•••••• A•••••••• L•• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Timothy Curran | Charlotte, Nc | Apr 16, 2020 | Mar 18, 2026 |
| Wynne Barefoot Curran | Charlotte, Nc | Apr 16, 2020 | Mar 17, 2026 |
The rule
- Registrations ended
- Apr 16, 2020
- Registered next
- Mar 17, 2026 to Mar 18, 2026
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 189 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape