DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Johnny Butler Campbell | Winston Salem, Nc | Jun 13, 2022 | Sep 11, 2023 |
| James B Flournoy | Charlotte, Nc | Jun 22, 2022 | Nov 15, 2024 |
The rule
- Registrations ended
- Jun 13, 2022 to Jun 22, 2022
- Registered next
- Sep 11, 2023 to Nov 15, 2024
- Branch state
- NC
- Cities
- 2, most in Winston Salem, Nc
- Registered there that day
- 14,006 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape