DFX Intelligence
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Team lift-out
2 advisors left G••• S•••• • A••••••••• for A••••••• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Alexander Smith | Charlotte, Nc | Nov 27, 2019 | Nov 7, 2019 |
| David Steven Hyman | Charlotte, Nc | Nov 27, 2019 | Dec 2, 2019 |
The rule
- Registrations ended
- Nov 27, 2019
- Registered next
- Nov 7, 2019 to Dec 2, 2019
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape