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 A• W••••• for S•• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clayton John Cochran | New York, Ny | Jun 21, 2022 | Jun 22, 2022 |
| Elizabeth M Smoose | New York, Ny | Jun 21, 2022 | Jun 22, 2022 |
The rule
- Registrations ended
- Jun 21, 2022
- Registered next
- Jun 22, 2022
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape