DFX Intelligence
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Team lift-out
2 advisors left H••••• R•••• for Z•••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Patrick Fleming | Wilmington, Nc | Jul 19, 2021 | Jul 20, 2021 |
| Michael Lee Hudson | Charlotte, Nc | Jul 19, 2021 | Jul 20, 2021 |
The rule
- Registrations ended
- Jul 19, 2021
- Registered next
- Jul 20, 2021
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- a succession within a year (Mar 31, 2021), not necessarily this firm