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

7 advisors left K•••• M••••••••• for C••••••• W••••• M•••••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Timothy PiercePonte Vedra Beach, FlJul 11, 2018May 4, 2018
Caleb Will HuftalinPonte Vedra Beach, FlJul 11, 2018Apr 13, 2018
Christopher David PullaroPonte Vedra Beach, FlJul 11, 2018May 7, 2018
David Allen PiercePonte Vedra Beach, FlJul 11, 2018May 7, 2018
David Scott MirolliPonte Vedra Beach, FlJul 11, 2018May 3, 2018
Jack Matthew CaycePonte Vedra Beach, FlJul 11, 2018May 3, 2018
Thomas Mahone TollesonPonte Vedra Beach, FlJul 11, 2018Apr 13, 2018
The rule
Registrations ended
Jul 11, 2018
Registered next
Apr 13, 2018 to May 7, 2018
Branch state
FL
Cities
1, most in Ponte Vedra Beach, Fl
Registered there that day
70 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape
Other teams out of K•••• M•••••••••Other teams into C••••••• W••••• M•••••••••