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

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Angela C PetersonWashington, DcSep 27, 2022Sep 26, 2022
Daniel Joseph ShannahanWashington, DcSep 27, 2022Sep 26, 2022
George W SealsWashington, DcSep 27, 2022Sep 26, 2022
James Reed BallWashington, DcSep 27, 2022Sep 26, 2022
John Vincent GreenWashington, DcSep 27, 2022Sep 26, 2022
Gregory Louis PorterWashington, DcSep 28, 2022Sep 26, 2022
The rule
Registrations ended
Sep 27, 2022 to Sep 28, 2022
Registered next
Sep 26, 2022
Branch state
DC
Cities
1, most in Washington, Dc
Registered there that day
22,028 (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 U•• F•••••••• S••••••• I•••