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 U•• F•••••••• S••••••• I••• for W•••••• H••• C•••••• M•••••••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Wallace | Lexington, Ky | Feb 28, 2017 | Aug 19, 2024 |
| Michael Andrew Hart | Lexington, Ky | Feb 28, 2017 | Nov 18, 2025 |
The rule
- Registrations ended
- Feb 28, 2017
- Registered next
- Aug 19, 2024 to Nov 18, 2025
- Branch state
- KY
- Cities
- 1, most in Lexington, Ky
- Registered there that day
- 7,589 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape