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 L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Todd Wilhoit | Stevensville, Md | Sep 5, 2019 | Sep 5, 2019 |
| Jason John Bogaczyk | Stevensville, Md | Sep 5, 2019 | Sep 5, 2019 |
| Megan Penn | Stevensville, Md | Sep 5, 2019 | Sep 5, 2019 |
The rule
- Registrations ended
- Sep 5, 2019
- Registered next
- Sep 5, 2019
- Branch state
- MD
- Cities
- 1, most in Stevensville, Md
- Registered there that day
- 927 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape