DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for K•••••••• W••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Herbert Taylor | Greensboro, Nc | Nov 4, 2019 | Nov 6, 2019 |
| Richard Karl Polson | Winston Salem, Nc | Nov 4, 2019 | Oct 24, 2019 |
The rule
- Registrations ended
- Nov 4, 2019
- Registered next
- Oct 24, 2019 to Nov 6, 2019
- Branch state
- NC
- Cities
- 2, most in Greensboro, Nc
- Registered there that day
- 14,410 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape