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 B••• S••••••••• L•• for R•••••• J•••• • A••••••••• I•••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Victoria Lynn TiehenPalm Coast, FlDec 11, 2020Dec 14, 2020
Amy Claire BarrettPonte Vedra Beach, FlDec 23, 2020Dec 11, 2020
Charles Dean CristSt Augustine, FlDec 23, 2020Dec 11, 2020
Charles William GillinghamSt Augustine, FlDec 23, 2020Dec 11, 2020
Mark Andrew JonesSt Augustine, FlDec 23, 2020Dec 11, 2020
Ryan Hudson JonesPonte Vedra Beach, FlDec 23, 2020Dec 11, 2020
Susan Michele DampierPonte Vedra Beach, FlDec 23, 2020Dec 11, 2020
The rule
Registrations ended
Dec 11, 2020 to Dec 23, 2020
Registered next
Dec 11, 2020 to Dec 14, 2020
Branch state
FL
Cities
3, most in St Augustine, Fl
Registered there that day
897 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of B••• S••••••••• L••Other teams into R•••••• J•••• • A••••••••• I•••