DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Mcdonald | Waxhaw, Nc | Aug 28, 2026 | Sep 1, 2026 |
| William Michael Mcdonald | Waxhaw, Nc | Sep 2, 2026 | Sep 1, 2026 |
The rule
- Registrations ended
- Aug 28, 2026 to Sep 2, 2026
- Registered next
- Sep 1, 2026
- Branch state
- NC
- Cities
- 1, most in Waxhaw, Nc
- Registered there that day
- 12,996 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape