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
2 advisors left C•••••• P•••• W••••• M••••••••• L•• for L•••••••• H••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colesen Craig Evans | Dallas, Tx | Jul 5, 2019 | Jun 12, 2019 |
| William Henry Litton | Dallas, Tx | Jul 5, 2019 | Jun 13, 2019 |
The rule
- Registrations ended
- Jul 5, 2019
- Registered next
- Jun 12, 2019 to Jun 13, 2019
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape