DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left A•••••• A••••••• S••••••• for M•••• F•••••••• A•••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Doane Farr HarrisonIrving, TxJan 15, 2021Jan 12, 2021
Douglas Ray MorrisIrving, TxJan 15, 2021Jan 12, 2021
Jana Michele Ramsey-WeaverIrving, TxJan 15, 2021Jan 15, 2021
Jay Blakeley WillcoxIrving, TxJan 15, 2021Jan 12, 2021
Stephen Paul RegoubyIrving, TxJan 15, 2021Jan 14, 2021
Steven Anthony HendersonIrving, TxJan 15, 2021Jan 12, 2021
Timothy David NelsonIrving, TxJan 19, 2021Feb 18, 2021
The rule
Registrations ended
Jan 15, 2021 to Jan 19, 2021
Registered next
Jan 12, 2021 to Feb 18, 2021
Branch state
TX
Cities
1, most in Irving, Tx
Registered there that day
1,711 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of A•••••• A••••••• S•••••••Other teams into M•••• F•••••••• A•••••••