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
3 advisors left G••••• S••••••••• I••• for C••••• I••••••••• A••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Matthew Chaney | Corpus Christi, Tx | Nov 1, 2017 | Jun 29, 2023 |
| Michael William Jarvis | Mckinney, Tx | Nov 1, 2017 | Jun 29, 2023 |
| Natasha Cher Verbsky | Mckinney, Tx | Nov 1, 2017 | Jun 29, 2023 |
The rule
- Registrations ended
- Nov 1, 2017
- Registered next
- Jun 29, 2023
- Branch state
- TX
- Cities
- 2, most in Mckinney, Tx
- Registered there that day
- 80 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape