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••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erika Wood | Dallas, Tx | Dec 31, 2023 | Mar 22, 2021 |
| James Marshall Mars | Dallas, Tx | Dec 31, 2023 | Oct 2, 2013 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Oct 2, 2013 to Mar 22, 2021
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape