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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam O'Brien | Birmingham, Al | Dec 8, 2020 | Nov 30, 2020 |
| James Aubrey Sapp | Ozark, Al | Dec 8, 2020 | Nov 30, 2020 |
| Stanley Paul Peterson | Cottonwood, Al | Dec 8, 2020 | Nov 30, 2020 |
The rule
- Registrations ended
- Dec 8, 2020
- Registered next
- Nov 30, 2020
- Branch state
- AL
- Cities
- 3, most in Cottonwood, Al
- Registered there that day
- 14,224 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape