DFX 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
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for A••••••• S••••••• N••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bonnie Dodson | West Palm Beach, Fl | Jun 9, 2021 | Jun 14, 2021 |
| Richard Anthony Albert | West Palm Beach, Fl | Jun 9, 2021 | Jun 11, 2021 |
The rule
- Registrations ended
- Jun 9, 2021
- Registered next
- Jun 11, 2021 to Jun 14, 2021
- Branch state
- FL
- Cities
- 1, most in West Palm Beach, Fl
- Registered there that day
- 4,773 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape