DFX Intelligence
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Team lift-out
2 advisors left F•••• S••••••• F••• A•••••••• I••• for C•••• • A••••••••• I•••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Ray Winton | Little Rock, Ar | Dec 20, 2018 | Jan 13, 2025 |
| James Stephen Jones | Little Rock, Ar | Dec 20, 2018 | Sep 30, 2019 |
The rule
- Registrations ended
- Dec 20, 2018
- Registered next
- Sep 30, 2019 to Jan 13, 2025
- Branch state
- AR
- Cities
- 1, most in Little Rock, Ar
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape