DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• • A••••••••• I••• for A•••••• W••••• M••••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jefferey Francis Keith Wood | Winstonsalem, Nc | Oct 3, 2023 | Oct 6, 2023 |
| John Wesley Davis | Winstonsalem, Nc | Oct 3, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Oct 3, 2023
- Registered next
- Oct 2, 2023 to Oct 6, 2023
- Branch state
- NC
- Cities
- 1, most in Winstonsalem, Nc
- Registered there that day
- 4,755 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape