DFX Intelligence
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Team lift-out
3 advisors left I• F•••••••• A••••••• S••••••• L•• for E•• A••••••• S•••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 24, 2020
- Registered next
- Feb 25, 2020 to Feb 26, 2020
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape