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 F••••• I••••••••• for P••••••• C•••••• A••••••• C•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Nicholas Peter SwansonPlano, TxAug 17, 2021May 5, 2022
Josh Andrew McclellanPlano, TxAug 31, 2021Nov 1, 2021
Michael Cronin FreemanPlano, TxSep 2, 2021Sep 15, 2021
Brian Wesley HoodPlano, TxSep 9, 2021Sep 15, 2021
Matthew Allyn JoynerPlano, TxSep 9, 2021Sep 15, 2021
The rule
Registrations ended
Aug 17, 2021 to Sep 9, 2021
Registered next
Sep 15, 2021 to May 5, 2022
Branch state
TX
Cities
1, most in Plano, Tx
Registered there that day
1,305 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of F••••• I•••••••••Other teams into P••••••• C•••••• A••••••• C•••••••••