DFX Intelligence

RIA 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

5 advisors left U•• F•••••••• S••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alicia Mae CourvilleLafayette, LaJun 29, 2015Jun 18, 2015
Chad Joseph DavidBaton Rouge, LaJun 29, 2015Jun 18, 2015
Chelsea R. SmithBaton Rouge, LaJun 29, 2015Jun 22, 2015
Lauren Michelle BabbBaton Rouge, LaJun 29, 2015Jun 18, 2015
Samuel J RobertsonBaton Rouge, LaJun 29, 2015Jun 18, 2015
The rule
Registrations ended
Jun 29, 2015
Registered next
Jun 18, 2015 to Jun 22, 2015
Branch state
LA
Cities
2, most in Baton Rouge, La
Registered there that day
7,055 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••