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
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S•••••••• A•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John David Monroe | Columbia, Sc | May 24, 2023 | Jan 6, 2023 |
| Julia Marie Monroe | Columbia, Sc | May 24, 2023 | Jan 6, 2023 |
| Emily Wilson Phillips | Columbia, Sc | May 25, 2023 | Jan 6, 2023 |
The rule
- Registrations ended
- May 24, 2023 to May 25, 2023
- Registered next
- Jan 6, 2023
- Branch state
- SC
- Cities
- 1, most in Columbia, Sc
- Registered there that day
- 5,403 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape