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

6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for K•••••••• W••••• M••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Arrah-Wonah Michael NesterSun City, AzOct 10, 2016Oct 18, 2016
Brian Charles SmalleySun City, AzOct 10, 2016Oct 18, 2016
Cody Lee AshtonSun City, AzOct 10, 2016Oct 31, 2016
David Lee DorseySun City, AzOct 10, 2016Feb 2, 2018
Michael Clawson BirdSun City, AzOct 10, 2016Oct 31, 2016
William Chad MittonSun City, AzOct 10, 2016Jan 23, 2018
The rule
Registrations ended
Oct 10, 2016
Registered next
Oct 18, 2016 to Feb 2, 2018
Branch state
AZ
Cities
1, most in Sun City, Az
Registered there that day
3,243 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into K•••••••• W••••• M••••••••• L••