DFX Intelligence
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Team lift-out
2 advisors left H••••• R•••• for E••••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Hakerem | Charlotte, Nc | Oct 4, 2018 | Nov 16, 2018 |
| Richard Cavanagh Mcelroy | Charlotte, Nc | Oct 4, 2018 | Oct 31, 2018 |
The rule
- Registrations ended
- Oct 4, 2018
- Registered next
- Oct 31, 2018 to Nov 16, 2018
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 8.3%
- Succession by the destination
- none on the tape