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 R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Kane Sholden | Southlake, Tx | May 30, 2024 | May 24, 2024 |
| Kendall Marie Inman | Southlake, Tx | May 30, 2024 | May 28, 2024 |
The rule
- Registrations ended
- May 30, 2024
- Registered next
- May 24, 2024 to May 28, 2024
- Branch state
- TX
- Cities
- 1, most in Southlake, Tx
- Registered there that day
- 13,611 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape