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 R••••••••• P••••••• O• A•••••• for M••• S••••• R••••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elias Robert Dragon | Coppell, Tx | Jan 18, 2022 | Jan 13, 2022 |
| Jennifer Ann Dragon | Plano, Tx | Jan 18, 2022 | Jan 14, 2022 |
The rule
- Registrations ended
- Jan 18, 2022
- Registered next
- Jan 13, 2022 to Jan 14, 2022
- Branch state
- TX
- Cities
- 2, most in Coppell, Tx
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape