DFX Intelligence

RIA Intelligence

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Team lift-out

10 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Smith OstendarpCharlotte, NcMar 7, 2023Mar 6, 2023
Brooks Mitchell MayfieldCharlotte, NcMar 7, 2023Mar 6, 2023
Jeffrey William VandiverCharlotte, NcMar 7, 2023Mar 1, 2023
Christopher Shane PikunasCharlotte, NcMar 9, 2023Mar 1, 2023
Garrett Steven SmithCharlotte, NcMar 9, 2023Mar 1, 2023
Jordan John RaniszeskiCharlotte, NcMar 9, 2023Mar 6, 2023
Joseph Martin PayCharlotte, NcMar 9, 2023Mar 1, 2023
Mary Sherrill WareCharlotte, NcMar 9, 2023Mar 1, 2023
Matthew Thomas DohertyCharlotte, NcMar 9, 2023Mar 1, 2023
Steven Richard BramhallCharlotte, NcMar 16, 2023Mar 1, 2023
The rule
Registrations ended
Mar 7, 2023 to Mar 16, 2023
Registered next
Mar 1, 2023 to Mar 6, 2023
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
13,795 (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 L•• F•••••••• L••