DFX Intelligence
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Team lift-out
2 advisors left T••••••••• W••••• A••••••• for C••••••••• P•••••• W•••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas James Murphy | Wilmington, Nc | Oct 10, 2023 | Oct 12, 2023 |
| Steven Matthew Swierkowski | Raleigh, Nc | Oct 10, 2023 | Oct 12, 2023 |
The rule
- Registrations ended
- Oct 10, 2023
- Registered next
- Oct 12, 2023
- Branch state
- NC
- Cities
- 2, most in Wilmington, Nc
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape