DFX Intelligence
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Team lift-out
3 advisors left T••••• A••••••• S•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sarah Caroline Montgomery | Hickory, Nc | Mar 27, 2024 | Mar 27, 2024 |
| Christopher Noah Geoghegan | Hickory, Nc | Mar 28, 2024 | Mar 27, 2024 |
| Tomohiko Minami | Hickory, Nc | Mar 28, 2024 | Mar 27, 2024 |
The rule
- Registrations ended
- Mar 27, 2024 to Mar 28, 2024
- Registered next
- Mar 27, 2024
- Branch state
- NC
- Cities
- 1, most in Hickory, Nc
- Registered there that day
- 1,838 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape