DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Phillip Jason Keen | Charlotte, Nc | Aug 22, 2025 | Sep 2, 2025 |
| Michael Gobert | Charlotte, Nc | Sep 2, 2025 | Sep 5, 2025 |
The rule
- Registrations ended
- Aug 22, 2025 to Sep 2, 2025
- Registered next
- Sep 2, 2025 to Sep 5, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 24,555 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape