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 R••••• W• B•••• • C•• I••••••••• for R•••••• J•••• • A••••••••• I•••
mixed wealthtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lynn Michelle Rogers | Cypress, Tx | Apr 5, 2025 | Mar 21, 2025 |
| Robert William Brann | Houston, Tx | Apr 5, 2025 | Mar 21, 2025 |
The rule
- Registrations ended
- Apr 5, 2025
- Registered next
- Mar 21, 2025
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 2,381 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape