DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left T••••• A••••••• S•••••••• I••• for L•• F•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Shirley V SohmerGreensboro, NcSep 22, 2022Sep 22, 2022
Benjamin E Everette LinkGreensboro, NcSep 23, 2022Sep 22, 2022
Stephen Douglas SextonGreensboro, NcSep 23, 2022Sep 22, 2022
The rule
Registrations ended
Sep 22, 2022 to Sep 23, 2022
Registered next
Sep 22, 2022
Branch state
NC
Cities
1, most in Greensboro, Nc
Registered there that day
1,811 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into L•• F•••••••• L••