DFX Intelligence

RIA Intelligence

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Firm absorbed

15 advisors left M•••••• W••••• A••••••• for M••••••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Jacob LodgeTulsa, OkJul 3, 2018Sep 27, 2016
Amy Jeneth GordonTulsa, OkJul 3, 2018Nov 3, 2017
Bradley Duane RollinsTulsa, OkJul 3, 2018Sep 27, 2016
Brodie Andrew HinkleTulsa, OkJul 3, 2018Aug 3, 2017
James Knight Cooper IIITulsa, OkJul 3, 2018Sep 23, 2016
Jana Lee ShouldersTulsa, OkJul 3, 2018Sep 23, 2016
Jeffrey Alan CouchTulsa, OkJul 3, 2018Sep 23, 2016
Julie B SmithTulsa, OkJul 3, 2018Sep 23, 2016
Leigh Alexandra HigginsOklahoma City, OkJul 3, 2018Mar 12, 2018
Lindsey Hart MccoolTulsa, OkJul 3, 2018Sep 23, 2016
Michael Kenneth McandrewsTulsa, OkJul 3, 2018Sep 27, 2016
Natalie Lamb HaggardTulsa, OkJul 3, 2018Mar 12, 2018
Ralayna D KennedyOklahoma City, OkJul 3, 2018Mar 12, 2018
Suzanne Christine WheelerTulsa, OkJul 3, 2018Sep 23, 2016
Valerie Elizabeth EscobarTulsa, OkJul 3, 2018Dec 24, 2014
The rule
Registrations ended
Jul 3, 2018
Registered next
Dec 24, 2014 to Mar 12, 2018
Branch state
OK
Cities
2, most in Tulsa, Ok
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of M•••••• W••••• A•••••••Other teams into M••••••