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.

Firm absorbed

4 advisors left F•• F•••••••• M••• S••••• A•••••••• L•• for M••••• P••••• F••••• I•••

institutionaltoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Dale BallsLas Vegas, NvDec 15, 2023Dec 15, 2023
Richard Lee PhillipsLas Vegas, NvDec 22, 2023Dec 21, 2023
Riley James LittlefieldLas Vegas, NvDec 22, 2023Dec 21, 2023
Tonya L DazzioLas Vegas, NvDec 22, 2023Dec 21, 2023
The rule
Registrations ended
Dec 15, 2023 to Dec 22, 2023
Registered next
Dec 15, 2023 to Dec 21, 2023
Branch state
NV
Cities
1, most in Las Vegas, Nv
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F•• F•••••••• M••• S••••• A•••••••• L••Other teams into M••••• P••••• F••••• I•••