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 J••• M••••• S••••••••• L•• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Courtney Allen Benavides | Dallas, Tx | May 12, 2021 | Apr 30, 2021 |
| Pragya Bhurtel Acharya | Little Elm, Tx | May 12, 2021 | Apr 30, 2021 |
| Brendan Lee Dove | Frisco, Tx | May 13, 2021 | Apr 30, 2021 |
The rule
- Registrations ended
- May 12, 2021 to May 13, 2021
- Registered next
- Apr 30, 2021
- Branch state
- TX
- Cities
- 3, most in Little Elm, Tx
- Registered there that day
- 5,989 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape