DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David Scott McintyreRaleigh, NcSep 25, 2023Sep 22, 2023
Glenn Stefan HenshawRaleigh, NcSep 25, 2023Sep 22, 2023
Jonathan Scott PhillipsRaleigh, NcSep 25, 2023Sep 22, 2023
Nicholas William GesellRaleigh, NcSep 25, 2023Sep 22, 2023
Giselle Milagros PaterRaleigh, NcOct 9, 2023Sep 22, 2023
Marion Rogers MetzbowerRaleigh, NcOct 9, 2023Sep 22, 2023
Thomas Nelson TeepleRaleigh, NcOct 12, 2023Oct 11, 2023
The rule
Registrations ended
Sep 25, 2023 to Oct 12, 2023
Registered next
Sep 22, 2023 to Oct 11, 2023
Branch state
NC
Cities
1, most in Raleigh, Nc
Registered there that day
23,628 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••