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 C•••••••• F•••••••• G•••• A••••••• for T•• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carrie Stockton Westfall | Houston, Tx | Dec 31, 2021 | Jan 3, 2022 |
| Thomas James Archer | Houston, Tx | Dec 31, 2021 | Jan 4, 2022 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Jan 3, 2022 to Jan 4, 2022
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 299 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape