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 R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Grant Sterling GarwoodWichita, KsFeb 4, 2025Feb 3, 2025
Shane Jay PrillWichita, KsFeb 4, 2025Feb 3, 2025
Vance Evan GarwoodWichita, KsFeb 4, 2025Feb 3, 2025
The rule
Registrations ended
Feb 4, 2025
Registered next
Feb 3, 2025
Branch state
KS
Cities
1, most in Wichita, Ks
Registered there that day
5,700 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into L•• F•••••••• L••