DFX Intelligence
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Team lift-out
3 advisors left P•••••••• A•••••• S••••••• for A••••• A•• P••••••• S•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Thomas Edward Murray | Mooresville, Nc | Jun 30, 2026 | Aug 3, 2026 |
| Cameron Joe Mckee | Charlotte, Nc | Jul 14, 2026 | Jul 24, 2026 |
| Grant Thomas Booterbaugh | Charlotte, Nc | Jul 14, 2026 | Jul 28, 2026 |
The rule
- Registrations ended
- Jun 30, 2026 to Jul 14, 2026
- Registered next
- Jul 24, 2026 to Aug 3, 2026
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 215 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape