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 U•• F•••••••• S••••••• I••• for S•••••• N••••••• • C••••••• I•••••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geri Lynn Dvorak | Plano, Tx | Oct 16, 2023 | Sep 22, 2023 |
| David Lawrence Thomas | Beaumont, Tx | Oct 17, 2023 | Oct 6, 2023 |
The rule
- Registrations ended
- Oct 16, 2023 to Oct 17, 2023
- Registered next
- Sep 22, 2023 to Oct 6, 2023
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 8,663 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape