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

8 advisors left S••••• M••••••••• for I•••••••• F•• W••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel William BoulwareNorth Little Rock, ArJan 25, 2017Jan 27, 2017
Derek Allan JonesNorth Little Rock, ArJan 25, 2017Jan 26, 2017
Elizabeth Nmn LunaNorth Little Rock, ArJan 25, 2017Mar 2, 2017
James Patrick DonnellyNorth Little Rock, ArJan 25, 2017Jan 26, 2017
Jon Robert EricksonNorth Little Rock, ArJan 25, 2017Jan 26, 2017
Victoria Gascoigne CrosbyNorth Little Rock, ArJan 25, 2017Jan 26, 2017
Colin Ellsworth MacleodNorth Little Rock, ArJan 26, 2017Jan 27, 2017
Robert Stephen ShutzerNorth Little Rock, ArFeb 3, 2017Jan 31, 2017
The rule
Registrations ended
Jan 25, 2017 to Feb 3, 2017
Registered next
Jan 26, 2017 to Mar 2, 2017
Branch state
AR
Cities
1, most in North Little Rock, Ar
Registered there that day
52 (people still on IAPD; an estimate)
Share of that headcount
15%
Succession by the destination
none on the tape
Other teams out of S••••• M•••••••••Other teams into I•••••••• F•• W••••• A•••••••• I•••