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
3 advisors left P•• M•••••• A•••••• S••••••••• I••• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Coleman Frederick Richards | Birmingham, Al | Aug 23, 2019 | Aug 23, 2019 |
| Barbara Buzan Beck | Northport, Al | Aug 26, 2019 | Aug 23, 2019 |
| William Joseph Cummings | Birmingham, Al | Aug 26, 2019 | Aug 23, 2019 |
The rule
- Registrations ended
- Aug 23, 2019 to Aug 26, 2019
- Registered next
- Aug 23, 2019
- Branch state
- AL
- Cities
- 2, most in Birmingham, Al
- Registered there that day
- 289 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape