DFX 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
4 advisors left U••••• C•••••• F•••••••• A••••••• for K••••• P•••••• W••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Monroe | Irving, Tx | Nov 3, 2023 | Oct 6, 2023 |
| Amber Caroline Andregg | Plano, Tx | Nov 3, 2023 | Oct 6, 2023 |
| Joshua Blake Smith | Plano, Tx | Nov 3, 2023 | Oct 6, 2023 |
| Rance Lee Swinford | Irving, Tx | Nov 3, 2023 | Oct 6, 2023 |
The rule
- Registrations ended
- Nov 3, 2023
- Registered next
- Oct 6, 2023
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 181 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape