DFX Intelligence

RIA 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

9 advisors left K••••• A••••••• S•••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron M GordonScottsdale, AzAug 14, 2023Aug 24, 2023
Carmen Guy CerconeScottsdale, AzAug 14, 2023Aug 15, 2023
Jacob Guy CerconeScottsdale, AzAug 14, 2023Aug 15, 2023
James Lee BruceScottsdale, AzAug 14, 2023Aug 15, 2023
Kevin William HostertScottsdale, AzAug 14, 2023Aug 14, 2023
Michael Bishop MooreScottsdale, AzAug 14, 2023Aug 14, 2023
Richard Samuel LiberanteScottsdale, AzAug 14, 2023Aug 14, 2023
Ronald Thomas DaviesScottsdale, AzAug 14, 2023Aug 14, 2023
Scott Duane Van WyngardenChandler, AzAug 14, 2023Aug 14, 2023
Tyler Allen BrilinskiScottsdale, AzAug 14, 2023Aug 14, 2023
The rule
Registrations ended
Aug 14, 2023
Registered next
Aug 14, 2023 to Aug 24, 2023
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
1,139 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of K••••• A••••••• S•••••••• L••Other teams into L•• F•••••••• L••