DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for J••••• M••••••••• S•••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jamie Halbig | Charlotte, Nc | Apr 30, 2024 | Apr 26, 2024 |
| William Travis Mccollum | Charlotte, Nc | Apr 30, 2024 | Apr 26, 2024 |
The rule
- Registrations ended
- Apr 30, 2024
- Registered next
- Apr 26, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 2,248 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape