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 K•••• M••••••••• for K•••••••• W••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dean T Antonopoulos | Ponte Vedra Beach, Fl | Sep 1, 2022 | Oct 4, 2022 |
| Stephen Claude Forsyth Lovell | Ponte Vedra Beach, Fl | Sep 9, 2022 | Sep 26, 2022 |
The rule
- Registrations ended
- Sep 1, 2022 to Sep 9, 2022
- Registered next
- Sep 26, 2022 to Oct 4, 2022
- Branch state
- FL
- Cities
- 1, most in Ponte Vedra Beach, Fl
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape