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

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
John CalandroDallas, TxJun 1, 2021May 28, 2021
Jonathan Alexander HicksDallas, TxJun 1, 2021May 28, 2021
Kevin CalandroDallas, TxJun 1, 2021May 28, 2021
Robert C CalandroDallas, TxJun 1, 2021May 28, 2021
The rule
Registrations ended
Jun 1, 2021
Registered next
May 28, 2021
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
22,329 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into M••••• S••••••