DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Atwood Harding | Tulsa, Ok | Jun 28, 2018 | Jun 4, 2018 |
| Tom Keith Barclay | Tulsa, Ok | Jun 28, 2018 | Jun 4, 2018 |
The rule
- Registrations ended
- Jun 28, 2018
- Registered next
- Jun 4, 2018
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 327 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape