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 R•••••• J•••• • A••••••••• I••• for M••••• G••••• A••••••• I•••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Alene Pinkerton | St Petersburg, Fl | Jul 20, 2018 | Aug 29, 2018 |
| Susan Alexandra Pilon | St Petersburg, Fl | Jul 20, 2018 | Aug 21, 2018 |
The rule
- Registrations ended
- Jul 20, 2018
- Registered next
- Aug 21, 2018 to Aug 29, 2018
- Branch state
- FL
- Cities
- 1, most in St Petersburg, Fl
- Registered there that day
- 3,180 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape