DFX Intelligence
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Team lift-out
9 advisors left T•••• W••••• for O•••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Matthew Dewhurst | High Point, Nc | Aug 27, 2025 | May 28, 2025 |
| Janelle Johnson Thompson | High Point, Nc | Aug 27, 2025 | May 23, 2025 |
| Julio Rodriguez | High Point, Nc | Aug 27, 2025 | Jun 7, 2025 |
| Korey John Doucette | High Point, Nc | Aug 27, 2025 | May 29, 2025 |
| Marcus Joel White | High Point, Nc | Aug 27, 2025 | Jun 10, 2025 |
| Paul Richard Debuhr | High Point, Nc | Aug 27, 2025 | May 30, 2025 |
| Taylor Jesse Thompson | High Point, Nc | Aug 27, 2025 | May 28, 2025 |
| Timothy Andrew Thompson | High Point, Nc | Aug 27, 2025 | May 28, 2025 |
| William Carlisle Bone | High Point, Nc | Aug 27, 2025 | May 29, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Aug 27, 2025
- Registered next
- May 23, 2025 to Jun 10, 2025
- Branch state
- NC
- Cities
- 1, most in High Point, Nc
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 39%
- Succession by the destination
- none on the tape