DFX Intelligence
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Team lift-out
2 advisors left F•••• T•••• S••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Michael Cook | Louisville, Ky | Dec 23, 2020 | Mar 9, 2021 |
| Valerie M Marshall | Louisville, Ky | Dec 23, 2020 | Jul 17, 2023 |
The rule
- Registrations ended
- Dec 23, 2020
- Registered next
- Mar 9, 2021 to Jul 17, 2023
- Branch state
- KY
- Cities
- 1, most in Louisville, Ky
- Registered there that day
- 706 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape