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 B••••• F•••••• W••••• M••••••••• L•• for P•••••• C••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey D Smith | Webster, Ny | Jul 24, 2020 | Jul 15, 2020 |
| Corey Leon Laprade | Webster, Ny | Jul 27, 2020 | Jul 20, 2020 |
The rule
- Registrations ended
- Jul 24, 2020 to Jul 27, 2020
- Registered next
- Jul 15, 2020 to Jul 20, 2020
- Branch state
- NY
- Cities
- 1, most in Webster, Ny
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape