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
10 advisors left B••• I••••••••• I••••••••• A•••••••• I••• for A••••••• I••••••••• A•••••••• L••
institutionaltoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Edward Pruitt | Greenville, Sc | Dec 31, 2020 | May 18, 2021 |
| Denise Sparks Prince | Greenville, Sc | Dec 31, 2020 | May 18, 2021 |
| James George Walls | Greenville, Sc | Dec 31, 2020 | May 18, 2021 |
| James Wesley Page | Greenville, Sc | Dec 31, 2020 | Jul 21, 2021 |
| Linda Michelle Bumgarner | Greenville, Sc | Dec 31, 2020 | May 25, 2021 |
| Marisa Beth Lindsey | Greenville, Sc | Dec 31, 2020 | May 18, 2021 |
| Stephen Robert Gegg | Greenville, Sc | Dec 31, 2020 | Jun 8, 2021 |
| Thomas James Green | Greenville, Sc | Dec 31, 2020 | May 25, 2021 |
| Todd Andrew Brooker | Greenville, Sc | Dec 31, 2020 | May 18, 2021 |
| Traci Brockman Pennell | Greenville, Sc | Dec 31, 2020 | Jun 24, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- May 18, 2021 to Jul 21, 2021
- Branch state
- SC
- Cities
- 1, most in Greenville, Sc
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 37%
- Succession by the destination
- none on the tape