DFX Intelligence
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Team lift-out
2 advisors left T•• W••••• C••••••••• G•••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Francisco Pantoja | Durham, Nc | Apr 16, 2024 | Jun 27, 2024 |
| Mark Mccann Spring | Cary, Nc | Apr 16, 2024 | Aug 2, 2024 |
The rule
- Registrations ended
- Apr 16, 2024
- Registered next
- Jun 27, 2024 to Aug 2, 2024
- Branch state
- NC
- Cities
- 2, most in Durham, Nc
- Registered there that day
- 132 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape