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 W•••• F•••• A••••••• for K••••• P•••••• W••••• S•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary James Baker | Frontenac, Mo | May 14, 2018 | May 9, 2018 |
| Kimberly M Rubenstein | Frontenac, Mo | May 14, 2018 | May 9, 2018 |
| Kimberly M Walton Peaker | Frontenac, Mo | May 14, 2018 | May 9, 2018 |
The rule
- Registrations ended
- May 14, 2018
- Registered next
- May 9, 2018
- Branch state
- MO
- Cities
- 1, most in Frontenac, Mo
- Registered there that day
- 14,215 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape