DFX Intelligence
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Team lift-out
2 advisors left H•••••• T••••••• • K•••• L•• for A• W••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kaylynne Elise Willis | Charlotte, Nc | May 26, 2026 | May 27, 2026 |
| Micheal James Foster | Charlotte, Nc | May 26, 2026 | May 27, 2026 |
The rule
- Registrations ended
- May 26, 2026
- Registered next
- May 27, 2026
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 447 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape