DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left N•• E•••••• S••••••••• C••••••••• for M•• I•••••••• S•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Michael CurranCharlotte, NcJan 2, 2015Mar 25, 2017
Steven MorganCharlotte, NcJan 2, 2015Mar 25, 2017
The rule
Registrations ended
Jan 2, 2015
Registered next
Mar 25, 2017
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
571 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of N•• E•••••• S••••••••• C•••••••••Other teams into M•• I•••••••• S•••••••• L••