DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for H•••••• S••••• W••••• A••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Geoffrey Frosh | King, Nc | Jul 14, 2025 | Jul 3, 2025 |
| Loretta L. Fredere | Winstonsalem, Nc | Jul 14, 2025 | Jun 23, 2026 |
The rule
- Registrations ended
- Jul 14, 2025
- Registered next
- Jul 3, 2025 to Jun 23, 2026
- Branch state
- NC
- Cities
- 2, most in King, Nc
- Registered there that day
- 9,096 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape