DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Clement Longtine | Owensboro, Ky | Nov 11, 2021 | Nov 5, 2021 |
| Robert Gordon Wilkerson | Owensboro, Ky | Nov 11, 2021 | Nov 5, 2021 |
The rule
- Registrations ended
- Nov 11, 2021
- Registered next
- Nov 5, 2021
- Branch state
- KY
- Cities
- 1, most in Owensboro, Ky
- Registered there that day
- 14,109 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape