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

6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cara Chiemi KennedyVienna, VaSep 24, 2019Sep 20, 2019
Gehret Davis ShemeldVienna, VaSep 24, 2019Sep 20, 2019
Gunn ThongniyomVienna, VaSep 24, 2019Sep 20, 2019
Kenneth Robert CrowleyVienna, VaSep 24, 2019Sep 20, 2019
Samuel Reid CampbellVienna, VaSep 24, 2019Sep 20, 2019
Jahan K JewayniVienna, VaSep 26, 2019Oct 8, 2019
The rule
Registrations ended
Sep 24, 2019 to Sep 26, 2019
Registered next
Sep 20, 2019 to Oct 8, 2019
Branch state
VA
Cities
1, most in Vienna, Va
Registered there that day
21,189 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R••••••••• C•••••• M•••••••••