DFX Intelligence
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Team lift-out
2 advisors left F•••• C••••••• I••••••• S•••••••• I••• for F•••• C••••••• A•••• M••••••••• I••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Steven Kelly | Raleigh, Nc | Sep 6, 2022 | Mar 23, 2022 |
| Quinn Gruber | Raleigh, Nc | Sep 7, 2022 | Mar 23, 2022 |
The rule
- Registrations ended
- Sep 6, 2022 to Sep 7, 2022
- Registered next
- Mar 23, 2022
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 216 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape