DFX Intelligence
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Team lift-out
2 advisors left O•••• I••••••••• I••• for F•••• H•••••• A•••••••• I••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kendra Bradford Cain | Charlotte, Nc | Jan 22, 2021 | Jan 23, 2021 |
| Michael William Reilly | Charlotte, Nc | Jan 22, 2021 | Jan 23, 2021 |
The rule
- Registrations ended
- Jan 22, 2021
- Registered next
- Jan 23, 2021
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 436 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape