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
2 advisors left W•••• F•••• A••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Karen Alison Macnair | Raleigh, Nc | Jan 13, 2022 | Aug 12, 2022 |
| Keith Gregory Kepley | Charlotte, Nc | Jan 14, 2022 | Jan 10, 2022 |
The rule
- Registrations ended
- Jan 13, 2022 to Jan 14, 2022
- Registered next
- Jan 10, 2022 to Aug 12, 2022
- Branch state
- NC
- Cities
- 2, most in Raleigh, Nc
- Registered there that day
- 14,136 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape