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 M••••• S•••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Vincent Swisher | Dallas, Tx | Jun 10, 2021 | May 28, 2021 |
| Travis Lyn Knapp | Austin, Tx | Jun 11, 2021 | Jun 4, 2021 |
The rule
- Registrations ended
- Jun 10, 2021 to Jun 11, 2021
- Registered next
- May 28, 2021 to Jun 4, 2021
- Branch state
- TX
- Cities
- 2, most in Dallas, Tx
- Registered there that day
- 17,141 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape