DFX Intelligence
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Team lift-out
3 advisors left R••••• W• B•••• • C•• I••••••••• for S•••••• N••••••• • C••••••• I•••••••••
mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Douglas Boyles | Bowling Green Park Plaza, Ky | Aug 12, 2024 | Jul 31, 2024 |
| Joshua J. Marson | Bowling Green, Ky | Aug 12, 2024 | Jul 31, 2024 |
| Nathan Drew Richey | Alvaton, Ky | Aug 12, 2024 | Jul 31, 2024 |
The rule
- Registrations ended
- Aug 12, 2024
- Registered next
- Jul 31, 2024
- Branch state
- KY
- Cities
- 3, most in Alvaton, Ky
- Registered there that day
- 2,289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape