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
4 advisors left T••••• A••••••• S•••••••• I••• for F•••• H•••••• A•••••••• I••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael James Junior Bryant | Advance, Nc | Jul 29, 2020 | Jul 20, 2020 |
| Richard D Dove | Durham, Nc | Jul 29, 2020 | Jul 27, 2020 |
| Steven Joseph Bowers | Charlotte Road, Nc | Jul 30, 2020 | Jul 20, 2020 |
| Elizabeth Hackney Whitsel | Chapel Hill, Nc | Aug 10, 2020 | Sep 10, 2020 |
The rule
- Registrations ended
- Jul 29, 2020 to Aug 10, 2020
- Registered next
- Jul 20, 2020 to Sep 10, 2020
- Branch state
- NC
- Cities
- 4, most in Advance, Nc
- Registered there that day
- 975 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape