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

22 advisors left S•••••••• A••••••• L•• for F••••••• P••••••• T•••• C••••••• F••

national BDtounclassifiedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew G AlmyIrving, TxJul 13, 2018Apr 26, 2005
Geoffrey Dale ErwinPlano, TxJul 13, 2018Jul 20, 2006
Gregory B GentryWestlake, TxJul 13, 2018Nov 30, 2005
Howard A BridgesWestlake, TxJul 13, 2018Apr 26, 2005
J Lawrence BlattWestlake, TxJul 13, 2018Apr 26, 2005
Jason Lane LeydenWestlake, TxJul 13, 2018Apr 26, 2005
Jason Robert EdwardsWestlake, TxJul 13, 2018Apr 26, 2005
Jeffrey Rowland CulakWestlake, TxJul 13, 2018Apr 26, 2005
Justin Dwayne GassettPlano, TxJul 13, 2018Aug 7, 2006
Karen Ann WatersWestlake, TxJul 13, 2018Apr 26, 2005
Kevin J HelmerFriendswood, TxJul 13, 2018Apr 26, 2005
Martin Rene' LaukoterDallas, TxJul 13, 2018Oct 23, 2003
Michael TeedWestlake, TxJul 13, 2018Apr 25, 2006
Muraly JayaramWestlake, TxJul 13, 2018Apr 26, 2005
Peter J McmahonWestlake, TxJul 13, 2018Oct 1, 2004
Phillip M. HunterBoerne, TxJul 13, 2018Jun 26, 2001
Phillip Rubin JacobsonPlano, TxJul 13, 2018Apr 26, 2005
Ryan Bradley DavisAustin, TxJul 13, 2018Apr 27, 2005
Ryan TolleWestlake, TxJul 13, 2018Apr 26, 2005
Steve Page BrightmanWestlake, TxJul 13, 2018Aug 23, 2006
Steven Philip HartSan Antonio, TxJul 13, 2018Apr 27, 2005
Zack DowellWestlake, TxJul 13, 2018Aug 7, 2006
The rule
Registrations ended
Jul 13, 2018
Registered next
Jun 26, 2001 to Aug 23, 2006
Branch state
TX
Cities
8, most in Westlake, Tx
Registered there that day
5,064 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of S•••••••• A••••••• L••Other teams into F••••••• P••••••• T•••• C••••••• F••