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 P•••••• W••••• A••••••• G•••• for R•• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Beck Schooley | Addison, Tx | Nov 7, 2023 | Nov 3, 2023 |
| Matthew Don Batzel | Houston, Tx | Nov 7, 2023 | Aug 28, 2024 |
The rule
- Registrations ended
- Nov 7, 2023
- Registered next
- Nov 3, 2023 to Aug 28, 2024
- Branch state
- TX
- Cities
- 2, most in Addison, Tx
- Registered there that day
- 24 (people still on IAPD; an estimate)
- Share of that headcount
- 8.3%
- Succession by the destination
- none on the tape