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 O•••• F•• I••• for T•• A•••••••• G••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelli Jo Carmichael | Casper, Wy | Oct 30, 2023 | Oct 27, 2023 |
| Kendall Gerald Bryce | Casper, Wy | Oct 30, 2023 | Oct 27, 2023 |
The rule
- Registrations ended
- Oct 30, 2023
- Registered next
- Oct 27, 2023
- Branch state
- WY
- Cities
- 1, most in Casper, Wy
- Registered there that day
- 1,061 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape