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
3 advisors left M••••• S•••••• for N•••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Courtney D Troyano | Norman, Ok | Feb 1, 2022 | Jan 12, 2022 |
| Gregory Scott England | Oklahoma City, Ok | Feb 1, 2022 | Jan 12, 2022 |
| Lewis Allen Post | Norman, Ok | Feb 1, 2022 | Jan 12, 2022 |
The rule
- Registrations ended
- Feb 1, 2022
- Registered next
- Jan 12, 2022
- Branch state
- OK
- Cities
- 2, most in Norman, Ok
- Registered there that day
- 17,916 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Nov 1, 2021), not necessarily this firm