DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
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 |
|---|---|---|---|
| Joseph Matthew Michalski | Concord, Nc | Oct 13, 2023 | May 18, 2021 |
| Jeffrey Neil Chapman | Charlotte, Nc | Oct 19, 2023 | Oct 25, 2022 |
The rule
- Registrations ended
- Oct 13, 2023 to Oct 19, 2023
- Registered next
- May 18, 2021 to Oct 25, 2022
- Branch state
- NC
- Cities
- 2, most in Concord, Nc
- Registered there that day
- 241 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape