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 O•••• W•••••• I••• for I••••••••• F•••••••• P•••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Dale WashaOklahoma City, OkMay 31, 2019May 30, 2019
Johnny Phillip NixonOklahoma City, OkMay 31, 2019Jan 2, 2025
The rule
Registrations ended
May 31, 2019
Registered next
May 30, 2019 to Jan 2, 2025
Branch state
OK
Cities
1, most in Oklahoma City, Ok
Registered there that day
1,619 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
a succession within a year (Oct 15, 2018), not necessarily this firm