DFX Intelligence

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Team lift-out

5 advisors left M•• I•••••••• S•••••••• L•• for H•••••••• A•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Koebel SchwartzAustin, TxOct 19, 2020Oct 28, 2020
Bryce Neal MearesAustin, TxOct 19, 2020Oct 19, 2020
David Gerald DunnAustin, TxOct 19, 2020Oct 19, 2020
James L BarnardAustin, TxOct 19, 2020Oct 21, 2020
Kalli Arlene GreenleeAustin, TxOct 20, 2020Oct 19, 2020
The rule
Registrations ended
Oct 19, 2020 to Oct 20, 2020
Registered next
Oct 19, 2020 to Oct 28, 2020
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
3,503 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into H•••••••• A•••••••• L••