DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••• A•• P••••••• S•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Michael Smith | Charlotte, Nc | Apr 9, 2024 | Apr 15, 2024 |
| Brian Rodriguez Arredondo | Charlotte, Nc | Apr 15, 2024 | May 8, 2024 |
| Jacob Conner Whitaker | Charlotte, Nc | Apr 16, 2024 | May 10, 2024 |
The rule
- Registrations ended
- Apr 9, 2024 to Apr 16, 2024
- Registered next
- Apr 15, 2024 to May 10, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 23,605 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape