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
4 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Wesley Sherrill | Charlotte, Nc | Sep 8, 2021 | Sep 1, 2021 |
| David Anthony Henkel | Davidson, Nc | Sep 8, 2021 | Sep 8, 2021 |
| Nicole Eunice Mccoy | Charlotte, Nc | Sep 16, 2021 | Sep 8, 2021 |
| Jerod Daniel Allen | Cary, Nc | Sep 24, 2021 | May 31, 2022 |
The rule
- Registrations ended
- Sep 8, 2021 to Sep 24, 2021
- Registered next
- Sep 1, 2021 to May 31, 2022
- Branch state
- NC
- Cities
- 3, most in Charlotte, Nc
- Registered there that day
- 14,140 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape