DFX Intelligence
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Team lift-out
2 advisors left H••••• R•••• for H•••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dale Joseph Boettcher | Charlotte, Nc | Jun 4, 2018 | Apr 13, 2018 |
| Kenneth K Jobson | Charlotte, Nc | Jun 4, 2018 | Jan 10, 2020 |
The rule
- Registrations ended
- Jun 4, 2018
- Registered next
- Apr 13, 2018 to Jan 10, 2020
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 5.3%
- Succession by the destination
- none on the tape