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
2 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Taylor Alexander Lassiter | Huntersville, Nc | Dec 21, 2022 | Feb 16, 2023 |
| Keandra S Hughes | Charlotte, Nc | Jan 4, 2023 | Feb 27, 2023 |
The rule
- Registrations ended
- Dec 21, 2022 to Jan 4, 2023
- Registered next
- Feb 16, 2023 to Feb 27, 2023
- Branch state
- NC
- Cities
- 2, most in Huntersville, Nc
- Registered there that day
- 7,557 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape