DFX Intelligence
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Team lift-out
5 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Perkins | Charlotte, Nc | Aug 14, 2023 | Sep 14, 2023 |
| Jacob Hillyard | Charlotte, Nc | Aug 14, 2023 | Feb 2, 2024 |
| Jacob J Heinz | Charlotte, Nc | Aug 14, 2023 | Aug 22, 2023 |
| Nicholas James Mucci | Charlotte, Nc | Aug 14, 2023 | Jun 5, 2024 |
The rule
- Registrations ended
- Aug 14, 2023
- Registered next
- Aug 22, 2023 to Jun 5, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 581 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape