DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Evans Roe | Durham, Nc | Dec 31, 2025 | Jan 8, 2026 |
| Jason Robert Harmon | Durham, Nc | Dec 31, 2025 | Jan 8, 2026 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jan 8, 2026
- Branch state
- NC
- Cities
- 1, most in Durham, Nc
- Registered there that day
- 3,103 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape