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 C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan M Chase | San Antonio, Tx | Sep 22, 2025 | Sep 23, 2025 |
| Ian Patrick Chase | San Antonio, Tx | Sep 22, 2025 | Sep 22, 2025 |
The rule
- Registrations ended
- Sep 22, 2025
- Registered next
- Sep 22, 2025 to Sep 23, 2025
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 3,322 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape