DFX Intelligence

RIA Intelligence

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Team lift-out

12 advisors left W•••• F•••• A••••••• for ••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Raphael CohenDavidson, NcOct 16, 2024Oct 11, 2024
Brent Andrew HannDavidson, NcOct 16, 2024Oct 11, 2024
Christopher Mark SenviskyDavidson, NcOct 16, 2024Oct 11, 2024
Claudia Paola Angeles PonceDavidson, NcOct 16, 2024Oct 11, 2024
Elliott Price AsheDavidson, NcOct 16, 2024Oct 11, 2024
Karen Burns KightSalisbury, NcOct 16, 2024Oct 11, 2024
Lisa L ScribaDavidson, NcOct 16, 2024Oct 14, 2024
Michael Christopher DavisDavidson, NcOct 16, 2024Oct 11, 2024
Michael Patrick DugganDavidson, NcOct 16, 2024Oct 11, 2024
Nicholas John AndrovichDavidson, NcOct 16, 2024Oct 14, 2024
Steven Robert GiguereDavidson, NcOct 16, 2024Oct 11, 2024
Tod Edward WellsDavidson, NcOct 16, 2024Oct 11, 2024
The rule
Registrations ended
Oct 16, 2024
Registered next
Oct 11, 2024 to Oct 14, 2024
Branch state
NC
Cities
2, most in Davidson, Nc
Registered there that day
13,596 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into ••••••••