DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| David Wesley Climer | Charlotte, Nc | Sep 20, 2023 | Sep 6, 2023 |
| Michael Wayne Climer | Highlands, Nc | Sep 21, 2023 | Sep 6, 2023 |
| Samuel Wright Starling | Greensboro, Nc | Oct 2, 2023 | Sep 18, 2023 |
The rule
- Registrations ended
- Sep 20, 2023 to Oct 2, 2023
- Registered next
- Sep 6, 2023 to Sep 18, 2023
- Branch state
- NC
- Cities
- 3, most in Charlotte, Nc
- Registered there that day
- 13,659 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape