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

8 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian KuesterVincenees, InJun 16, 2026Jun 12, 2026
Dakota RichardtEvansville, InJun 16, 2026Jun 12, 2026
Halle Rose BowmanEvansville, InJun 16, 2026Jun 12, 2026
James Everette HolmesEvansville, InJun 16, 2026Jun 12, 2026
Mackenzi Eryn McintoshEvansville, InJun 16, 2026Jun 12, 2026
Michael Scott TaylorMt Vernon, InJun 16, 2026Jun 12, 2026
Nikki MooreEvansville, InJun 16, 2026Jun 15, 2026
The rule
Registrations ended
Jun 16, 2026
Registered next
Jun 12, 2026 to Jun 15, 2026
Branch state
IN
Cities
2, most in Evansville, In
Registered there that day
22,756 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into A••••••••• F•••••••• S•••••••• L••