DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wade Elmo Oneal | Plano, Tx | Mar 29, 2022 | May 16, 2022 |
| Chris Gallagher | Plano, Tx | Apr 6, 2022 | Jul 26, 2022 |
The rule
- Registrations ended
- Mar 29, 2022 to Apr 6, 2022
- Registered next
- May 16, 2022 to Jul 26, 2022
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,555 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape