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 R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Martin Holcombe | Alpharetta, Ga | Sep 26, 2018 | Sep 14, 2018 |
| Perry Martin Holcombe | Alpharetta, Ga | Sep 27, 2018 | Sep 18, 2018 |
The rule
- Registrations ended
- Sep 26, 2018 to Sep 27, 2018
- Registered next
- Sep 14, 2018 to Sep 18, 2018
- Branch state
- GA
- Cities
- 1, most in Alpharetta, Ga
- Registered there that day
- 7,822 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape