DFX Intelligence
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Team lift-out
2 advisors left F••••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kirby Lepak Horan-Adams | Fort Mill, Sc | Feb 6, 2024 | Dec 17, 2021 |
| Steven J Snyder | Fort Mill, Sc | Feb 6, 2024 | Jun 17, 2016 |
The rule
- Registrations ended
- Feb 6, 2024
- Registered next
- Jun 17, 2016 to Dec 17, 2021
- Branch state
- SC
- Cities
- 1, most in Fort Mill, Sc
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape