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 S••••• A••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Martha Gregory Weaver | Birmingham, Al | Jun 26, 2023 | Jan 1, 2025 |
| Jon Kevin Reynolds | Birmingham, Al | Jul 5, 2023 | Jul 5, 2023 |
The rule
- Registrations ended
- Jun 26, 2023 to Jul 5, 2023
- Registered next
- Jul 5, 2023 to Jan 1, 2025
- Branch state
- AL
- Cities
- 1, most in Birmingham, Al
- Registered there that day
- 224 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape