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 W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Rougeau | Charlotte, Nc | Jun 5, 2023 | Jun 5, 2023 |
| John Gary Bennett | Charlotte, Nc | Jun 5, 2023 | Jun 5, 2023 |
The rule
- Registrations ended
- Jun 5, 2023
- Registered next
- Jun 5, 2023
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 237 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape