DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for A•••••• W••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ian Scott Mcilvaine | Charleston, Wv | Aug 6, 2021 | Jul 20, 2021 |
| John Michael Jones | Charleston, Wv | Aug 6, 2021 | Jul 20, 2021 |
| Lois Ann Crichton | Charleston, Wv | Aug 6, 2021 | Jul 20, 2021 |
The rule
- Registrations ended
- Aug 6, 2021
- Registered next
- Jul 20, 2021
- Branch state
- WV
- Cities
- 1, most in Charleston, Wv
- Registered there that day
- 14,157 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape