DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left R•• C•••••• M••••••• L•• for L•• F•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Elaine Lynn FierbaughCharleston, WvJun 28, 2022Jun 20, 2022
James Everette StikeCharleston, WvJun 28, 2022Jun 16, 2022
Kara BoehmCharleston, WvJun 28, 2022Jun 16, 2022
Lori Rene DuffieldCharleston, WvJun 28, 2022Jun 20, 2022
Edward Ray StikeCharleston, WvJun 29, 2022Jun 16, 2022
John Thomas GregoryCharleston, WvJun 29, 2022Jun 16, 2022
Ralph James GoolsbyCharleston, WvJun 29, 2022Jun 16, 2022
Teresa Lynn YutzyCharleston, WvJun 29, 2022Jun 20, 2022
The rule
Registrations ended
Jun 28, 2022 to Jun 29, 2022
Registered next
Jun 16, 2022 to Jun 20, 2022
Branch state
WV
Cities
1, most in Charleston, Wv
Registered there that day
2,912 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of R•• C•••••• M••••••• L••Other teams into L•• F•••••••• L••