DFX Intelligence

RIA 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 W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
John Price BradfordFayetteville, ArSep 21, 2022Sep 8, 2022
Lisa Ann ScheileFayetteville, ArSep 21, 2022Sep 8, 2022
Wade Clark ColwellFayetteville, ArSep 21, 2022Sep 8, 2022
The rule
Registrations ended
Sep 21, 2022
Registered next
Sep 8, 2022
Branch state
AR
Cities
1, most in Fayetteville, Ar
Registered there that day
13,905 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••