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 J•••• M• O•••• W••••• M••••••••• L•• for A••••• I••••••••• C•••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathleen Honor Mccarthy | Westlake, Oh | Aug 23, 2023 | Jun 5, 2023 |
| Kevin James Walker | Westlake, Oh | Aug 23, 2023 | Jun 5, 2023 |
The rule
- Registrations ended
- Aug 23, 2023
- Registered next
- Jun 5, 2023
- Branch state
- OH
- Cities
- 1, most in Westlake, Oh
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape