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 C••••••••• F•••••••• N•••••• for O•••• W•••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rachel M. Wood | Morgantown, Wv | Sep 2, 2025 | Sep 2, 2025 |
| Tressa R Wood | Morgantown, Wv | Sep 2, 2025 | Sep 2, 2025 |
The rule
- Registrations ended
- Sep 2, 2025
- Registered next
- Sep 2, 2025
- Branch state
- WV
- Cities
- 1, most in Morgantown, Wv
- Registered there that day
- 3,376 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape