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 W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Joseph Clifford | Tyler, Tx | Jan 20, 2022 | Jan 19, 2022 |
| Tyler Dean Lewis | Bryan, Tx | Jan 20, 2022 | Jan 19, 2022 |
The rule
- Registrations ended
- Jan 20, 2022
- Registered next
- Jan 19, 2022
- Branch state
- TX
- Cities
- 2, most in Tyler, Tx
- Registered there that day
- 14,114 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape