DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lauren Poleto | Charlotte, Nc | Jun 19, 2017 | Jun 16, 2017 |
| Kerry Thomas Cassell | Charlotte, Nc | Jun 21, 2017 | Jun 16, 2017 |
The rule
- Registrations ended
- Jun 19, 2017 to Jun 21, 2017
- Registered next
- Jun 16, 2017
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 19,195 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape