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 H•••• W••••• A•••••••• L•• for B••••••••• S•••••••• W•••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Samuel Arthur Stevens | Ridgeland, Ms | Aug 15, 2019 | Aug 15, 2019 |
| Stan P. Purvis | Ridgeland, Ms | Aug 15, 2019 | Aug 15, 2019 |
The rule
- Registrations ended
- Aug 15, 2019
- Registered next
- Aug 15, 2019
- Branch state
- MS
- Cities
- 1, most in Ridgeland, Ms
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape