DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connie Russell | New Bern, Nc | Aug 11, 2020 | Aug 13, 2020 |
| Paul Jason Terrey | Chapel Hill, Nc | Aug 24, 2020 | Aug 21, 2020 |
The rule
- Registrations ended
- Aug 11, 2020 to Aug 24, 2020
- Registered next
- Aug 13, 2020 to Aug 21, 2020
- Branch state
- NC
- Cities
- 2, most in New Bern, Nc
- Registered there that day
- 14,344 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape