DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for A•••••••• C•••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jerry W Neal | Huntersville, Nc | Feb 16, 2018 | Feb 21, 2018 |
| Renee Walsh Simpson | Huntersville, Nc | Feb 21, 2018 | Feb 19, 2018 |
The rule
- Registrations ended
- Feb 16, 2018 to Feb 21, 2018
- Registered next
- Feb 19, 2018 to Feb 21, 2018
- Branch state
- NC
- Cities
- 1, most in Huntersville, Nc
- Registered there that day
- 1,143 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape