DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left A••••••••• L••• for U•• F•••••••• S••••••• I•••

othertowirehouseOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cory Matthew DowellDallas, TxMay 27, 2020May 20, 2020
John Donald BaumgartenDallas, TxMay 27, 2020May 20, 2020
Martha G. GreenbergDallas, TxMay 27, 2020May 20, 2020
Chad Michael JonesDallas, TxMay 28, 2020May 20, 2020
The rule
Registrations ended
May 27, 2020 to May 28, 2020
Registered next
May 20, 2020
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
290 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape
Other teams out of A••••••••• L•••Other teams into U•• F•••••••• S••••••• I•••