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 T•• W••••• C••••••••• G•••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Charles Thomalla | Naples, Fl | Apr 16, 2024 | Oct 11, 2024 |
| Shawn Matthew Johnson | Bradenton, Fl | Apr 16, 2024 | Jul 11, 2024 |
The rule
- Registrations ended
- Apr 16, 2024
- Registered next
- Jul 11, 2024 to Oct 11, 2024
- Branch state
- FL
- Cities
- 2, most in Naples, Fl
- Registered there that day
- 132 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape