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

5 advisors left F•••• K••••••• S••••••••• C••• for L••••• F•••••••• I••••••••• A••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Bruce Edward MccreaLouisville, KyJan 13, 2023Jan 23, 2023
Bryan Sean MccreaLouisville, KyJan 13, 2023Jan 23, 2023
Christopher Robert MccreaLouisville, KyJan 13, 2023Jan 23, 2023
Sheree Long BollingerLouisville, KyJan 13, 2023Jan 26, 2023
Thomas Clifford FalknerLouisville, KyJan 13, 2023Jan 24, 2023
The rule
Registrations ended
Jan 13, 2023
Registered next
Jan 23, 2023 to Jan 26, 2023
Branch state
KY
Cities
1, most in Louisville, Ky
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
24%
Succession by the destination
none on the tape
Other teams out of F•••• K••••••• S••••••••• C•••Other teams into L••••• F•••••••• I••••••••• A••••••• L••