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

4 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Franklin Grant FortneyHouston, TxMar 30, 2021Mar 12, 2021
Walter Scott FortneyHouston, TxMar 30, 2021Mar 12, 2021
Michael B NichleyHouston, TxMar 31, 2021Mar 12, 2021
Edwin RestrepoDallas, TxApr 7, 2021Mar 10, 2021
The rule
Registrations ended
Mar 30, 2021 to Apr 7, 2021
Registered next
Mar 10, 2021 to Mar 12, 2021
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
16,897 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into U•• F•••••••• S••••••• I•••