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 J••• M••••• S••••••••• L•• for U••• I••••••••• S••••••• C••••••
wirehousetono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 10, 2025 to Aug 21, 2025
- Registered next
- Mar 19, 2026 to May 28, 2026
- Branch state
- TX
- Cities
- 2, most in Mckinney, Tx
- Registered there that day
- 11,936 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape