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

3 advisors left W•••• F•••• A••••••• for S••••• F•••••••• G•••• I••

wirehousetootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Jamar BowenMarble Falls, TxJun 15, 2015Jun 11, 2015
Charles Lane BowenMarble Falls, TxJun 15, 2015Jun 11, 2015
Daniel Brandon ArringtonMarble Falls, TxJun 15, 2015Jun 11, 2015
The rule
Registrations ended
Jun 15, 2015
Registered next
Jun 11, 2015
Branch state
TX
Cities
1, most in Marble Falls, Tx
Registered there that day
1,195 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into S••••• F•••••••• G•••• I••