DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jayce Reed SerranoVictoria, TxSep 6, 2023Sep 6, 2023
Marina Ann SaldivarVictoria, TxSep 6, 2023Sep 6, 2023
Melanie Renee WeischwillVictoria, TxSep 6, 2023Sep 6, 2023
Randall Caleb StaudtVictoria, TxSep 6, 2023Sep 7, 2023
The rule
Registrations ended
Sep 6, 2023
Registered next
Sep 6, 2023 to Sep 7, 2023
Branch state
TX
Cities
1, most in Victoria, Tx
Registered there that day
6,047 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into L•• F•••••••• L••