DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
8 advisors left L•• F•••••••• L•• for C••••••••• F•••••••• N••••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cynthia Foster Sherrill | Asheville, Nc | Aug 28, 2023 | Aug 23, 2023 |
| Dana Keir Graves | Asheville, Nc | Aug 28, 2023 | Aug 29, 2023 |
| Janet Lawing Byas | Asheville, Nc | Aug 28, 2023 | Aug 23, 2023 |
| Kelly Mullin Roark | Candler, Nc | Aug 28, 2023 | Aug 23, 2023 |
| Luke Ellis Graves | Asheville, Nc | Aug 28, 2023 | Aug 29, 2023 |
| Michelle Woods Cox | Asheville, Nc | Aug 28, 2023 | Aug 23, 2023 |
| Bobby Franklin Watson | Shelby, Nc | Sep 1, 2023 | Aug 23, 2023 |
| David William Hart | Arden, Nc | Sep 5, 2023 | Aug 23, 2023 |
The rule
- Registrations ended
- Aug 28, 2023 to Sep 5, 2023
- Registered next
- Aug 23, 2023 to Aug 29, 2023
- Branch state
- NC
- Cities
- 4, most in Asheville, Nc
- Registered there that day
- 15,214 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape