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
3 advisors left H•••••• S••••••••• I••• for V•••• I••••••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alyosha Richard Mertens | Oklahoma City, Ok | Jul 16, 2021 | Jul 21, 2021 |
| Janelle Marie Skelton | Oklahoma City, Ok | Jul 16, 2021 | Jul 21, 2021 |
| Samuel Clifford Munhollon | Oklahoma City, Ok | Jul 16, 2021 | Jul 16, 2021 |
The rule
- Registrations ended
- Jul 16, 2021
- Registered next
- Jul 16, 2021 to Jul 21, 2021
- Branch state
- OK
- Cities
- 1, most in Oklahoma City, Ok
- Registered there that day
- 132 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape