DFX Intelligence

RIA 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

4 advisors left P•••••••• S••••••••• I••• for M•• C•••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Clayton PerryJacksonville, FlSep 30, 2022Jan 15, 2023
Katherine Jean PerknerJacksonville, FlOct 5, 2022Jan 3, 2023
Keola Jordan ElobtJacksonville, FlOct 11, 2022Nov 2, 2022
Lindsay Powell SawickiJacksonville, FlOct 11, 2022Nov 30, 2022
The rule
Registrations ended
Sep 30, 2022 to Oct 11, 2022
Registered next
Nov 2, 2022 to Jan 15, 2023
Branch state
FL
Cities
1, most in Jacksonville, Fl
Registered there that day
1,100 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of P•••••••• S••••••••• I•••Other teams into M•• C•••••• M••••••••• L••