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•••• F•••••••• S••••••••• G••••• L•• for E••••• J••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rebecca Michelle Konkle | New Albany, In | May 28, 2025 | May 8, 2025 |
| Sarah P Black | New Albany, In | Jun 2, 2025 | Nov 5, 2025 |
The rule
- Registrations ended
- May 28, 2025 to Jun 2, 2025
- Registered next
- May 8, 2025 to Nov 5, 2025
- Branch state
- IN
- Cities
- 1, most in New Albany, In
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape