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 L••• I••••••••• M••••••••• for D•••• C•••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Hunter Smith | Dallas, Tx | Mar 26, 2019 | Mar 26, 2019 |
| Cody Lee Lummus | Dallas, Tx | Mar 26, 2019 | Mar 22, 2019 |
The rule
- Registrations ended
- Mar 26, 2019
- Registered next
- Mar 22, 2019 to Mar 26, 2019
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape