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••••••••• W••••• S••••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Donald Pappas | Park City, Ut | Feb 24, 2021 | Feb 19, 2021 |
| Thomas J Pappas | Holladay, Ut | Feb 24, 2021 | Feb 19, 2021 |
The rule
- Registrations ended
- Feb 24, 2021
- Registered next
- Feb 19, 2021
- Branch state
- UT
- Cities
- 2, most in Holladay, Ut
- Registered there that day
- 14,319 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape