DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for P•••••••• A•••••• S•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Paolini | Charlotte, Nc | Jun 25, 2021 | Jun 23, 2023 |
| Kevin Philip Paulus | Charlotte, Nc | Jun 25, 2021 | Sep 26, 2024 |
The rule
- Registrations ended
- Jun 25, 2021
- Registered next
- Jun 23, 2023 to Sep 26, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 14,137 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape