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 M•• I••••••••• C••••••••• L•• for M•• C•••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew William Mathias | Naples, Fl | May 7, 2021 | Jun 15, 2021 |
| Richard Spencer Beebe | Naples, Fl | May 7, 2021 | Jun 22, 2021 |
The rule
- Registrations ended
- May 7, 2021
- Registered next
- Jun 15, 2021 to Jun 22, 2021
- Branch state
- FL
- Cities
- 1, most in Naples, Fl
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape