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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher D CervantesFrisco, TxOct 26, 2022Oct 21, 2022
Larry Dean JacksonFrisco, TxOct 26, 2022Oct 21, 2022
Tracey Ann GledhillFrisco, TxOct 26, 2022Oct 21, 2022
The rule
Registrations ended
Oct 26, 2022
Registered next
Oct 21, 2022
Branch state
TX
Cities
1, most in Frisco, Tx
Registered there that day
22,160 (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 S•••••••• A•••••••• L••