DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Wade Bryant | Charlotte, Nc | Aug 9, 2018 | Aug 3, 2018 |
| Harry Buchanan Smith | Charlotte, Nc | Aug 9, 2018 | Aug 3, 2018 |
The rule
- Registrations ended
- Aug 9, 2018
- Registered next
- Aug 3, 2018
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 14,259 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape