DFX Intelligence
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Team lift-out
2 advisors left A••••••• A••••••• S•••••••• L•• for T•• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Richmond | Stillwater, Ok | Jun 30, 2023 | Aug 4, 2022 |
| Ray Edward Smith | Stillwater, Ok | Jun 30, 2023 | Aug 10, 2022 |
The rule
- Registrations ended
- Jun 30, 2023
- Registered next
- Aug 4, 2022 to Aug 10, 2022
- Branch state
- OK
- Cities
- 1, most in Stillwater, Ok
- Registered there that day
- 506 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape