DFX Intelligence
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Team lift-out
2 advisors left F•••••• C•••••• A••••••• for W••••• M••• E••••••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Aug 28, 2024 to Aug 29, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape