DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for W••••••••• R••••••••• A•••••••
BD affiliatedtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Denise Eileen Leddy | Charlotte, Nc | Mar 28, 2024 | Apr 29, 2024 |
| Shamun Cole | Monroe, Nc | Mar 28, 2024 | Apr 10, 2024 |
The rule
- Registrations ended
- Mar 28, 2024
- Registered next
- Apr 10, 2024 to Apr 29, 2024
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 1,163 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape