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.
Team lift-out
2 advisors left I••••••••• A•••••• A•••••••• L•• for B••••• C•••••• A••••••• G••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Frank Rotatori | Charlotte, Nc | Oct 21, 2024 | Oct 21, 2024 |
| Christopher William Zaccarelli | Cornelius, Nc | Oct 25, 2024 | Oct 28, 2024 |
The rule
- Registrations ended
- Oct 21, 2024 to Oct 25, 2024
- Registered next
- Oct 21, 2024 to Oct 28, 2024
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 253 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape