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.
2 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••
Channel change (one enterprise)joined W•••• F•••• A•••••••
No date on record · this record
No date on record · this record
Not a lift-out: the two CRDs file under the same business name, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Buie | Greenville, Nc | Mar 5, 2020 | Apr 2, 2020 |
| Rebecca Lynne Buie | Greenville, Nc | Mar 6, 2020 | Mar 6, 2020 |
The rule
- Registrations ended
- Mar 5, 2020 to Mar 6, 2020
- Registered next
- Mar 6, 2020 to Apr 2, 2020
- Branch state
- NC
- Cities
- 1, most in Greenville, Nc
- Registered there that day
- 14,402 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape