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 W•••• F•••• A••••••• for C••••••• S•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Todd Harrison Barfield | Tarpon Springs, Fl | Jul 27, 2022 | Oct 16, 2023 |
| Gregory Viejo | Tarpon Springs, Fl | Aug 9, 2022 | Sep 16, 2022 |
The rule
- Registrations ended
- Jul 27, 2022 to Aug 9, 2022
- Registered next
- Sep 16, 2022 to Oct 16, 2023
- Branch state
- FL
- Cities
- 1, most in Tarpon Springs, Fl
- Registered there that day
- 14,000 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape