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 B•••••••• L•• for L•• F•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Chapman Pearson | Dallas, Tx | Dec 19, 2019 | Oct 2, 2013 |
| Nicholas Battiste Capobianco | Dallas, Tx | Dec 19, 2019 | Oct 2, 2013 |
The rule
- Registrations ended
- Dec 19, 2019
- Registered next
- Oct 2, 2013
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape