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

5 advisors left U•• F•••••••• S••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Khalil KhawajaAustin, TxFeb 11, 2020Jan 31, 2020
Nancy Geisler McdonaldAustin, TxFeb 11, 2020Jan 31, 2020
Cynthia Lynn Mosley-GuyWaco, TxFeb 25, 2020Feb 14, 2020
Kristen Renee ChambleeWaco, TxFeb 25, 2020Feb 14, 2020
Nita Lyon TuckerWaco, TxFeb 25, 2020Feb 14, 2020
The rule
Registrations ended
Feb 11, 2020 to Feb 25, 2020
Registered next
Jan 31, 2020 to Feb 14, 2020
Branch state
TX
Cities
2, most in Waco, Tx
Registered there that day
7,896 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••