DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Andrew Freeman | Charlotte, Nc | May 21, 2021 | May 25, 2021 |
| Katherine Ann Ives | Raleigh, Nc | Jun 2, 2021 | Jun 3, 2021 |
| Michael Eugene Chapman | Raleigh, Nc | Jun 2, 2021 | Jun 3, 2021 |
| Timothy Reid Bolinger | Burlington, Nc | Jun 2, 2021 | May 27, 2021 |
The rule
- Registrations ended
- May 21, 2021 to Jun 2, 2021
- Registered next
- May 25, 2021 to Jun 3, 2021
- Branch state
- NC
- Cities
- 3, most in Raleigh, Nc
- Registered there that day
- 14,186 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape