DFX Intelligence

RIA 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

6 advisors left N••• F•••••••• G••••• I••• for S••••••••• A•••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Frederick GriggsGlen Allen, VaSep 1, 2017Aug 25, 2017
Dean Farris SadakGlen Allen, VaSep 1, 2017Aug 25, 2017
Dennis Ray ThrockmortonRichmond, VaSep 1, 2017Aug 25, 2017
George Theodore PaulKeysville, VaSep 1, 2017Aug 25, 2017
Matthew Brown WhitakerGlen Allen, VaSep 1, 2017Aug 25, 2017
Ryan Andrew KlimekRichmond, VaSep 1, 2017Aug 25, 2017
The rule
Registrations ended
Sep 1, 2017
Registered next
Aug 25, 2017
Branch state
VA
Cities
3, most in Glen Allen, Va
Registered there that day
339 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape
Other teams out of N••• F•••••••• G••••• I•••Other teams into S••••••••• A•••••• A•••••••• I•••