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 H••••••••• G•••• E••••• • R••••••••• S••••••••• for T•• W••••• C••••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darlene Lynn Shipe | Edmond, Ok | Sep 9, 2021 | Jul 19, 2021 |
| Lynn Joseph Bilodeau | Edmond, Ok | Sep 9, 2021 | Jul 19, 2021 |
The rule
- Registrations ended
- Sep 9, 2021
- Registered next
- Jul 19, 2021
- Branch state
- OK
- Cities
- 1, most in Edmond, Ok
- Registered there that day
- 35 (people still on IAPD; an estimate)
- Share of that headcount
- 5.7%
- Succession by the destination
- none on the tape