DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin Michael DaughertyBurlington, NcMar 31, 2026Mar 31, 2026
Cole James SandersBurlington, NcMar 31, 2026Mar 31, 2026
Jeffrey Scott BlaserBurlington, NcMar 31, 2026Apr 14, 2026
Jill Parrish MiddletonBurlington, NcMar 31, 2026Mar 31, 2026
The rule
Registrations ended
Mar 31, 2026
Registered next
Mar 31, 2026
Branch state
NC
Cities
1, most in Burlington, Nc
Registered there that day
3,014 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••