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 A••••••••• F•••••••• S•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cathy Mcghee Buchanan | Missouri City, Tx | Jul 2, 2024 | Jun 28, 2024 |
| Chad Andrew James | Needville, Tx | Jul 2, 2024 | Jun 28, 2024 |
The rule
- Registrations ended
- Jul 2, 2024
- Registered next
- Jun 28, 2024
- Branch state
- TX
- Cities
- 2, most in Missouri City, Tx
- Registered there that day
- 11,492 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape