DFX Intelligence
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Team lift-out
2 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 |
|---|
The rule
- Registrations ended
- May 22, 2025 to Jun 3, 2025
- Registered next
- May 29, 2025 to Oct 15, 2025
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 13,750 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape