DFX Intelligence
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Team lift-out
2 advisors left O•••• F•• I••• for E•••••••• A•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Gerard Bertz | Wilmington, Nc | Aug 20, 2024 | Aug 19, 2024 |
| Stephen Dane Hardee | Wilmington, Nc | Aug 20, 2024 | Jan 22, 2026 |
The rule
- Registrations ended
- Aug 20, 2024
- Registered next
- Aug 19, 2024 to Jan 22, 2026
- Branch state
- NC
- Cities
- 1, most in Wilmington, Nc
- Registered there that day
- 959 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape