DFX Intelligence
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Team lift-out
3 advisors left S••••• F••••••••• L•• for F••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Keith Hendricks | Charleston, Sc | Nov 13, 2024 | May 6, 2025 |
| Kirk A Matenaer | Johns Island, Sc | Nov 13, 2024 | Apr 30, 2025 |
| William Stark Mcneer | Charleston, Sc | Nov 13, 2024 | Apr 30, 2025 |
The rule
- Registrations ended
- Nov 13, 2024
- Registered next
- Apr 30, 2025 to May 6, 2025
- Branch state
- SC
- Cities
- 2, most in Charleston, Sc
- Registered there that day
- 151 (people still on IAPD; an estimate)
- Share of that headcount
- 2.0%
- Succession by the destination
- none on the tape