DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for K•••••••• W••••• M••••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kent Douglas Bowen | Amarillo, Tx | Jul 21, 2023 | Jul 20, 2023 |
| Trevin Dane Bowen | Amarillo, Tx | Jul 21, 2023 | Jul 20, 2023 |
The rule
- Registrations ended
- Jul 21, 2023
- Registered next
- Jul 20, 2023
- Branch state
- TX
- Cities
- 1, most in Amarillo, Tx
- Registered there that day
- 19,307 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape