DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for K•••••••• W••••• M••••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kolby Jeppson Madsen | Greensboro, Nc | Feb 21, 2024 | Feb 20, 2024 |
| Shannon Elaine Avery | Greensboro, Nc | Feb 21, 2024 | Feb 20, 2024 |
The rule
- Registrations ended
- Feb 21, 2024
- Registered next
- Feb 20, 2024
- Branch state
- NC
- Cities
- 1, most in Greensboro, Nc
- Registered there that day
- 20,179 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape