DFX Intelligence
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Team lift-out
2 advisors left Y••••••••• W••••• S••••••••• L•• for T•• I••••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Rericha | Charlotte, Nc | Jun 27, 2019 | Jul 26, 2019 |
| Leslie Walker Watson | Charlotte, Nc | Jun 27, 2019 | Jul 26, 2019 |
The rule
- Registrations ended
- Jun 27, 2019
- Registered next
- Jul 26, 2019
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape