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

7 advisors left S••••••• F•••••••• S•••••••• I••• for S••••••••• A•••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Dale ClarkSan Antonio, TxNov 12, 2020Oct 26, 2020
David GaySan Antonio, TxNov 12, 2020Oct 26, 2020
Richard Alan SharpSan Antonio, TxNov 12, 2020Oct 26, 2020
Scott David ImmelKerrville, TxNov 12, 2020Oct 26, 2020
Larry Franklin WynnBoerne, TxNov 19, 2020Oct 26, 2020
Mark Ethan SouthardFredericksburg, TxNov 19, 2020Oct 26, 2020
David Francis BaveroSan Antonio, TxNov 25, 2020Oct 26, 2020
The rule
Registrations ended
Nov 12, 2020 to Nov 25, 2020
Registered next
Oct 26, 2020
Branch state
TX
Cities
4, most in San Antonio, Tx
Registered there that day
878 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• S•••••••• I•••Other teams into S••••••••• A•••••• A•••••••• I•••