DFX Intelligence
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Team lift-out
7 advisors left W•••• F•••• A••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edwin A Dalrymple | Charlotte, Nc | Sep 30, 2025 | Sep 25, 2025 |
| John Granzow | Charlotte, Nc | Sep 30, 2025 | Sep 26, 2025 |
| John Granzow | Charlotte, Nc | Sep 30, 2025 | Sep 25, 2025 |
| Julie Jones | Charlotte, Nc | Sep 30, 2025 | Sep 25, 2025 |
| Mary Fernandez | Charlotte, Nc | Sep 30, 2025 | Sep 26, 2025 |
| Matthew Ferrara | Charlotte, Nc | Sep 30, 2025 | Sep 25, 2025 |
| Serena Henry | Charlotte, Nc | Sep 30, 2025 | Sep 25, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Sep 30, 2025
- Registered next
- Sep 25, 2025 to Sep 26, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 13,864 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape