DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Michel Lee BessKokomo, InFeb 7, 2024Feb 2, 2024
Amy Lynn MckayKokomo, InFeb 8, 2024Feb 2, 2024
Levi Michel BessKokomo, InFeb 8, 2024Feb 2, 2024
The rule
Registrations ended
Feb 7, 2024 to Feb 8, 2024
Registered next
Feb 2, 2024
Branch state
IN
Cities
1, most in Kokomo, In
Registered there that day
13,677 (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 R•••••• J•••• • A••••••••• I•••