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
3 advisors left H••••• R•••• for I••••••••• A••••••• N•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua D Bradley | Charlotte, Nc | Jul 10, 2018 | Aug 13, 2018 |
| Gregory Scott Young | Charlotte, Nc | Jul 11, 2018 | Jan 1, 2025 |
| Michael J Norris | Charlotte, Nc | Jul 11, 2018 | Jul 6, 2018 |
The rule
- Registrations ended
- Jul 10, 2018 to Jul 11, 2018
- Registered next
- Jul 6, 2018 to Jan 1, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- Succession by the destination
- none on the tape