DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gerald J Smith | Charlotte, Nc | Nov 15, 2024 | Nov 11, 2024 |
| Kelly Lynne Ryan | Charlotte, Nc | Nov 15, 2024 | Nov 11, 2024 |
The rule
- Registrations ended
- Nov 15, 2024
- Registered next
- Nov 11, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 6,814 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape