DFX Intelligence
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Team lift-out
3 advisors left T••••• A••••••• S•••••••• I••• for D••• D••••••• • C••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diane Parke Parmele | Winstonsalem, Nc | Dec 1, 2022 | Dec 1, 2022 |
| Hilary Lynn Kosloske | Winstonsalem, Nc | Dec 1, 2022 | Dec 1, 2022 |
| Richard Peter Class | Greensboro, Nc | Dec 1, 2022 | Dec 1, 2022 |
The rule
- Registrations ended
- Dec 1, 2022
- Registered next
- Dec 1, 2022
- Branch state
- NC
- Cities
- 2, most in Winstonsalem, Nc
- Registered there that day
- 1,843 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape