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 L•••••• I••••••••• for C•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Robert Howard | Union, Ky | Nov 1, 2021 | Dec 11, 2012 |
| Jimmy Shannon Forbis | Union, Ky | Nov 2, 2021 | Dec 5, 2012 |
The rule
- Registrations ended
- Nov 1, 2021 to Nov 2, 2021
- Registered next
- Dec 5, 2012 to Dec 11, 2012
- Branch state
- KY
- Cities
- 1, most in Union, Ky
- Registered there that day
- 779 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape