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
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M•• I•••••••• S•••••••• L••
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicole Elizabeth Santos | Chapel Hill, Nc | Feb 15, 2017 | Aug 31, 2017 |
| Jennifer Okelly Dickson | Charlotte, Nc | Feb 17, 2017 | Jul 19, 2018 |
| Nicklaus C Austin | Charlotte, Nc | Mar 2, 2017 | Mar 23, 2017 |
The rule
- Registrations ended
- Feb 15, 2017 to Mar 2, 2017
- Registered next
- Mar 23, 2017 to Jul 19, 2018
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 18,970 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape