DFX Intelligence

RIA Intelligence

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3 advisors left C•••••••• W••••• C••••••••• L•• for V•••• P••••••• L••

Team lift-outjoined V•••• P••••••• L••
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Allen PerkinsCharlotte, NcAug 16, 2023Aug 15, 2023
Justin LouisCharlotte, NcAug 16, 2023Aug 15, 2023
Walker Thomas SheltonCharlotte, NcAug 16, 2023Aug 15, 2023
The rule
Registrations ended
Aug 16, 2023
Registered next
Aug 15, 2023
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
15 (people still on IAPD; an estimate)
Share of that headcount
20%
Succession by the destination
none on the tape
Other teams out of C•••••••• W••••• C••••••••• L••Other teams into V•••• P••••••• L••