DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Sanford Thompson | Jamestown, Nc | Sep 24, 2025 | Sep 19, 2025 |
| Deanna Cheryl Post | High Point, Nc | Sep 24, 2025 | Sep 19, 2025 |
| Reeves Joshua Thompson | High Point, Nc | Sep 24, 2025 | Sep 19, 2025 |
The rule
- Registrations ended
- Sep 24, 2025
- Registered next
- Sep 19, 2025
- Branch state
- NC
- Cities
- 2, most in High Point, Nc
- Registered there that day
- 13,864 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape