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

12 advisors left C•••••••• F•••••••• G•••• A••••••• for E••••••• T•••• C••••••

BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin E GoodingBirmingham, AlFeb 20, 2025Mar 1, 2018
Christopher James KaufmanBirmingham, AlFeb 20, 2025Jun 4, 2012
Dennis Allen LefevreBirmingham, AlFeb 20, 2025Oct 14, 2009
Eric Scott GroffBirmingham, AlFeb 20, 2025Jan 25, 2010
Glen Emerson KauffmanBirmingham, AlFeb 20, 2025Mar 7, 2007
Kenteth James BlossomBirmingham, AlFeb 20, 2025Jun 14, 2007
Kevin James NiceBirmingham, AlFeb 20, 2025Feb 22, 2017
Robert Allan WallBirmingham, AlFeb 20, 2025Jan 3, 2012
Russell Michael BurtonBirmingham, AlFeb 20, 2025Aug 11, 2014
Shane Michael LandisBirmingham, AlFeb 20, 2025Jul 3, 2017
Steven Eric SchrollBirmingham, AlFeb 20, 2025Dec 4, 2009
The rule
Registrations ended
Feb 20, 2025
Registered next
Mar 7, 2007 to Mar 1, 2018
Branch state
AL
Cities
1, most in Birmingham, Al
Registered there that day
234 (people still on IAPD; an estimate)
Share of that headcount
5.1%
Succession by the destination
none on the tape
Other teams out of C•••••••• F•••••••• G•••• A•••••••Other teams into E••••••• T•••• C••••••