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 A• W••••• M••••••••• L•• for W••••• W•••• A•••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald A Shelton | Miami, Fl | Sep 6, 2018 | Jul 27, 2018 |
| Gaetan Reginald Policard | Miami, Fl | Sep 6, 2018 | Jul 27, 2018 |
The rule
- Registrations ended
- Sep 6, 2018
- Registered next
- Jul 27, 2018
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 185 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape