DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for W••••••••• P•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Richards | Cary, Nc | Oct 12, 2020 | Oct 14, 2020 |
| Nathan Aaron Cherry | Southern Pines, Nc | Oct 14, 2020 | Oct 14, 2020 |
| Carman Theodore Hicks | Cary, Nc | Oct 16, 2020 | Oct 14, 2020 |
The rule
- Registrations ended
- Oct 12, 2020 to Oct 16, 2020
- Registered next
- Oct 14, 2020
- Branch state
- NC
- Cities
- 2, most in Cary, Nc
- Registered there that day
- 9,210 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape