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

4 advisors left I••••••• F••••••••• L•• for I••••••• W••••• M••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cean Nicholas Kenefick-RogersTucson, AzFeb 3, 2016Jun 30, 2015
Edward P. ParolisiTucson, AzFeb 3, 2016Mar 9, 2016
Richard Erik WagnerTucson, AzFeb 3, 2016Jun 30, 2015
Rydan Durant CaseTucson, AzFeb 3, 2016May 18, 2015
The rule
Registrations ended
Feb 3, 2016
Registered next
May 18, 2015 to Mar 9, 2016
Branch state
AZ
Cities
1, most in Tucson, Az
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
44%
Succession by the destination
none on the tape
Other teams out of I••••••• F••••••••• L••Other teams into I••••••• W••••• M••••••••• L••