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 E•••••••• A•••••••• L•• for F••••• I•••••••••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Tyler FordDallas, TxDec 24, 2020Apr 20, 2021
Kyla Renee StantonDallas, TxJan 7, 2021Apr 20, 2021
The rule
Registrations ended
Dec 24, 2020 to Jan 7, 2021
Registered next
Apr 20, 2021
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
2,630 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape