DFX Intelligence
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Team lift-out
2 advisors left G••••• C••••• W••••• A••••••• for G••••• R••••••••• P••••••• L••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Charbonneau Burk | Seneca, Sc | Nov 9, 2023 | Jun 1, 2023 |
| James Charbonneau | Seneca, Sc | Nov 9, 2023 | Jun 2, 2023 |
The rule
- Registrations ended
- Nov 9, 2023
- Registered next
- Jun 1, 2023 to Jun 2, 2023
- Branch state
- SC
- Cities
- 1, most in Seneca, Sc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape