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 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 |
|---|---|---|---|
| Deidre T. Caldwell | Charlotte, Nc | Nov 18, 2024 | Nov 15, 2024 |
| Robert Louis Stiles | Charlotte, Nc | Nov 18, 2024 | Nov 18, 2024 |
The rule
- Registrations ended
- Nov 18, 2024
- Registered next
- Nov 15, 2024 to Nov 18, 2024
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 2,332 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape