DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for B••••••• F• E•••••• • C••••••• I•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Rachel Victoria KirkleyDothan, AlJun 29, 2023Jun 15, 2023
Stafford Lee GregoryDothan, AlJun 29, 2023Jun 15, 2023
William Wyatt GregoryDothan, AlJun 29, 2023Jun 15, 2023
The rule
Registrations ended
Jun 29, 2023
Registered next
Jun 15, 2023
Branch state
AL
Cities
1, most in Dothan, Al
Registered there that day
13,701 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into B••••••• F• E•••••• • C••••••• I•••••••••