DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shelley Harper Verhagen | Charlotte, Nc | May 19, 2022 | Jun 28, 2022 |
| Kieran M Mcmanus | Matthews, Nc | May 20, 2022 | May 18, 2022 |
The rule
- Registrations ended
- May 19, 2022 to May 20, 2022
- Registered next
- May 18, 2022 to Jun 28, 2022
- Branch state
- NC
- Cities
- 2, most in Charlotte, Nc
- Registered there that day
- 21,863 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape