DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Chelsea Nichole Vogt | Lynchburg, Va | Jul 14, 2022 | Jul 13, 2022 |
| Don Randall Carter | Lynchburg, Va | Jul 18, 2022 | Jul 13, 2022 |
The rule
- Registrations ended
- Jul 14, 2022 to Jul 18, 2022
- Registered next
- Jul 13, 2022
- Branch state
- VA
- Cities
- 1, most in Lynchburg, Va
- Registered there that day
- 1,795 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape