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

5 advisors left U••••• C•••••• F•••••••• A••••••• for L••••••• W••••• P•••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Joseph CostaRoswell, GaJun 27, 2020Jun 4, 2020
Charles Wesley DavidsonAlpharetta, GaJun 27, 2020Jun 3, 2020
Kelly Manning RodriguezAlpharetta, GaJun 27, 2020Jun 4, 2020
Ralph Corley WatsonRoswell, GaJun 27, 2020Jun 4, 2020
Wesley Blake TurnerAlpharetta, GaJun 27, 2020Jun 3, 2020
The rule
Registrations ended
Jun 27, 2020
Registered next
Jun 3, 2020 to Jun 4, 2020
Branch state
GA
Cities
2, most in Alpharetta, Ga
Registered there that day
258 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape
Other teams out of U••••• C•••••• F•••••••• A•••••••Other teams into L••••••• W••••• P•••••••• L••