DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•• I•••••••• S•••••••• L•• for V••••••••• F••••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Ryan McneilSan Antonio, TxOct 6, 2020Oct 1, 2020
James Dustin JedrziewskiSan Antonio, TxOct 6, 2020Oct 9, 2020
Jason Robert OdetteSan Antonio, TxOct 6, 2020Oct 1, 2020
Kenneth Armistice MarriottSan Antonio, TxOct 6, 2020Oct 1, 2020
The rule
Registrations ended
Oct 6, 2020
Registered next
Oct 1, 2020 to Oct 9, 2020
Branch state
TX
Cities
1, most in San Antonio, 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 V••••••••• F••••••••• L••