DFX Intelligence
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Team lift-out
2 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Michael Rogers | China Grove, Nc | Jan 28, 2026 | Jan 12, 2026 |
| Carlyle Prescott Sherrill | China Grove, Nc | Jan 28, 2026 | Jan 12, 2026 |
The rule
- Registrations ended
- Jan 28, 2026
- Registered next
- Jan 12, 2026
- Branch state
- NC
- Cities
- 1, most in China Grove, Nc
- Registered there that day
- 360 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape