DFX Intelligence

RIA 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

3 advisors left T••••• A••••••• S•••••••• I••• for H•••••• S••••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew B RogersDallas, TxAug 30, 2024Aug 30, 2024
Tammy Onita MilliornDallas, TxAug 30, 2024Aug 30, 2024
Steven KennyDallas, TxSep 4, 2024Sep 1, 2024
The rule
Registrations ended
Aug 30, 2024 to Sep 4, 2024
Registered next
Aug 30, 2024 to Sep 1, 2024
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
1,816 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into H•••••• S••••••••• I•••