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

10 advisors left U••••• C•••••• F•••••••• A••••••• for G•••••• S•••• W••••• S•••••••• L•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alysia ParkIrving, TxOct 24, 2023Oct 23, 2023
Benjamin D SmithIrving, TxOct 24, 2023Oct 23, 2023
Brittany WebbSuite Irving, TxOct 24, 2023Oct 23, 2023
Eric E MayaIrving, TxOct 24, 2023Oct 24, 2023
Mason GillanIrving, TxOct 24, 2023Oct 23, 2023
Stephen Andrew TaylorIrving, TxOct 24, 2023Oct 23, 2023
Stephen Michael SnappIrving, TxOct 24, 2023Oct 23, 2023
William J TranIrving, TxOct 24, 2023Oct 23, 2023
Hector M Arellano HernandezIrving, TxOct 31, 2023Oct 23, 2023
Rene Jose LopezvictoriaDallas, TxNov 2, 2023Nov 2, 2023
The rule
Registrations ended
Oct 24, 2023 to Nov 2, 2023
Registered next
Oct 23, 2023 to Nov 2, 2023
Branch state
TX
Cities
3, most in Irving, Tx
Registered there that day
251 (people still on IAPD; an estimate)
Share of that headcount
4.0%
Succession by the destination
none on the tape
Other teams out of U••••• C•••••• F•••••••• A•••••••Other teams into G•••••• S•••• W••••• S•••••••• L•••