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 A••••••••• F•••••••• S•••••••• L•• for I••••••••• W••••• C••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colin Thomas Walker | Portsmouth, Nh | Feb 27, 2024 | Feb 26, 2024 |
| Shania A Murray | Portsmouth, Nh | Mar 6, 2024 | Feb 26, 2024 |
The rule
- Registrations ended
- Feb 27, 2024 to Mar 6, 2024
- Registered next
- Feb 26, 2024
- Branch state
- NH
- Cities
- 1, most in Portsmouth, Nh
- Registered there that day
- 11,289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape