DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left A•••••• A••••••• S••••••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Alan HogeIrving, TxSep 12, 2022Sep 6, 2022
Kevin Andrew SchlarmanIrving, TxSep 12, 2022Sep 6, 2022
Mark Henry HogeIrving, TxSep 12, 2022Sep 6, 2022
Sarah Lynn StammenIrving, TxSep 12, 2022Sep 6, 2022
Scott Joseph SteinemanIrving, TxSep 12, 2022Sep 6, 2022
The rule
Registrations ended
Sep 12, 2022
Registered next
Sep 6, 2022
Branch state
TX
Cities
1, most in Irving, Tx
Registered there that day
1,877 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of A•••••• A••••••• S•••••••Other teams into U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••