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 N•••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wilkes Thomas Martin | Greenville, Sc | Jun 17, 2024 | Jun 17, 2024 |
| Kristiaan W. De Roos | Greenville, Sc | Jun 24, 2024 | Jun 17, 2024 |
The rule
- Registrations ended
- Jun 17, 2024 to Jun 24, 2024
- Registered next
- Jun 17, 2024
- Branch state
- SC
- Cities
- 1, most in Greenville, Sc
- Registered there that day
- 5,033 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape