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
3 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 |
|---|---|---|---|
| Michael Louis Perkins | Covington, Ky | Jun 24, 2025 | Jun 26, 2025 |
| Patrick Edward O'Connor | Covington, Ky | Jun 24, 2025 | Jun 24, 2025 |
| Ethan Allen Cox | Covington, Ky | Jul 1, 2025 | Jun 25, 2025 |
The rule
- Registrations ended
- Jun 24, 2025 to Jul 1, 2025
- Registered next
- Jun 24, 2025 to Jun 26, 2025
- Branch state
- KY
- Cities
- 1, most in Covington, Ky
- Registered there that day
- 236 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape