DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M•• A•••••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Warner Dry | Charlotte, Nc | Aug 3, 2018 | Nov 13, 2019 |
| William Read Morton | Charlotte, Nc | Aug 3, 2018 | Nov 13, 2019 |
The rule
- Registrations ended
- Aug 3, 2018
- Registered next
- Nov 13, 2019
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 20,402 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape