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 ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Lavery Martin | Clayton, Mo | Jul 10, 2024 | Jun 14, 2024 |
| Katherine Wright | Clayton, Mo | Jul 12, 2024 | Jun 14, 2024 |
The rule
- Registrations ended
- Jul 10, 2024 to Jul 12, 2024
- Registered next
- Jun 14, 2024
- Branch state
- MO
- Cities
- 1, most in Clayton, Mo
- Registered there that day
- 8,909 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape