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 W•••• O•• W••••• M•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Hart Birnie | Charlotte, Nc | Jan 4, 2019 | Jan 3, 2019 |
| James Albert Sexton | Charlotte, Nc | Jan 4, 2019 | Jan 3, 2019 |
| William David Berger | Charlotte, Nc | Jan 4, 2019 | Jan 3, 2019 |
The rule
- Registrations ended
- Jan 4, 2019
- Registered next
- Jan 3, 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