DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hardt Wheeler Bing | Winstonsalem, Nc | Aug 22, 2025 | Aug 22, 2025 |
| Kelly Davis Lenhardt | Winstonsalem, Nc | Aug 22, 2025 | Aug 22, 2025 |
The rule
- Registrations ended
- Aug 22, 2025
- Registered next
- Aug 22, 2025
- Branch state
- NC
- Cities
- 1, most in Winstonsalem, Nc
- Registered there that day
- 5,415 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape