DFX Intelligence

RIA 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

3 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Thomas BurnsCharlotte, NcMay 20, 2021May 19, 2021
John Gordon BurnsCharlotte, NcMay 20, 2021May 19, 2021
Scott Patrick EllisCharlotte, NcMay 21, 2021May 19, 2021
The rule
Registrations ended
May 20, 2021 to May 21, 2021
Registered next
May 19, 2021
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
14,188 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• • A••••••••• I•••