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 F•••• C•••••• A••••••• S••••••• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kamila Mcdonald | Fort Worth, Tx | Aug 31, 2023 | Aug 4, 2023 |
| Zachary V Zoufaly | Fort Worth, Tx | Aug 31, 2023 | Sep 13, 2023 |
The rule
- Registrations ended
- Aug 31, 2023
- Registered next
- Aug 4, 2023 to Sep 13, 2023
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 691 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape