DFX Intelligence
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Team lift-out
3 advisors left H••••• R•••• for R•• O•• C•••••• M••••••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Mccreary Susin | Charlotte, Nc | Jan 4, 2019 | Oct 20, 2018 |
| Kim Dyson | Charlotte, Nc | Jan 4, 2019 | Feb 26, 2019 |
| Philip Arthur Gleason | Charlotte, Nc | Jan 4, 2019 | Jan 8, 2019 |
The rule
- Registrations ended
- Jan 4, 2019
- Registered next
- Oct 20, 2018 to Feb 26, 2019
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape