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 K••••• A••••••• S•••••••• L•• for A••••••••• I••••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyler Jared Spencer | Lexington, Ky | Aug 2, 2024 | Jan 7, 2026 |
| Leo Dominic Barczewski | Lexington, Ky | Aug 2, 2024 | Jul 31, 2024 |
The rule
- Registrations ended
- Aug 2, 2024
- Registered next
- Jul 31, 2024 to Jan 7, 2026
- Branch state
- KY
- Cities
- 1, most in Lexington, Ky
- Registered there that day
- 1,184 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape