DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left C••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Steven James HendersonTulsa, OkAug 14, 2020Aug 14, 2020
Terry Lee DevoreTulsa, OkAug 14, 2020Aug 14, 2020
Aaron Scott MckinneyEdmond, OkAug 18, 2020Aug 14, 2020
Curtis Bradley GoddardTulsa, OkAug 18, 2020Aug 14, 2020
James Lawrence BrejchaTulsa, OkAug 18, 2020Aug 19, 2020
Patricia MapelTulsa, OkAug 18, 2020Aug 18, 2020
The rule
Registrations ended
Aug 14, 2020 to Aug 18, 2020
Registered next
Aug 14, 2020 to Aug 19, 2020
Branch state
OK
Cities
2, most in Tulsa, Ok
Registered there that day
249 (people still on IAPD; an estimate)
Share of that headcount
2.4%
Succession by the destination
none on the tape
Other teams out of C••••• A••••••• L••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••