DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Carr | Raleigh, Nc | Aug 12, 2025 | Aug 8, 2025 |
| Philip Romano | Raleigh, Nc | Aug 12, 2025 | Aug 8, 2025 |
The rule
- Registrations ended
- Aug 12, 2025
- Registered next
- Aug 8, 2025
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 7,822 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape