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

4 advisors left R•••••• J•••• • A••••••••• I••• for T•• C•••••• P•••••••• L••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Andrew BaileyLittle Rock, ArJul 1, 2025Jul 1, 2025
Scott Edward TaborLittle Rock, ArJul 1, 2025Jul 1, 2025
William Madison McmillanLittle Rock, ArJul 1, 2025Jul 1, 2025
Zachary SokoraLittle Rock, ArJul 1, 2025Jul 1, 2025
The rule
Registrations ended
Jul 1, 2025
Registered next
Jul 1, 2025
Branch state
AR
Cities
1, most in Little Rock, Ar
Registered there that day
5,373 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• • A••••••••• I•••Other teams into T•• C•••••• P•••••••• L••