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
4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dixi Jin | Chapel Hill, Nc | Mar 23, 2022 | May 3, 2022 |
| Adam J. Peery | Cary, Nc | Mar 28, 2022 | May 18, 2022 |
| Robert Bradley Creedle | Chapel Hill, Nc | Mar 28, 2022 | Apr 25, 2022 |
| Andrea Hinkel | Raleigh, Nc | Mar 30, 2022 | May 12, 2022 |
The rule
- Registrations ended
- Mar 23, 2022 to Mar 30, 2022
- Registered next
- Apr 25, 2022 to May 18, 2022
- Branch state
- NC
- Cities
- 3, most in Chapel Hill, Nc
- Registered there that day
- 21,894 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape