DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left W•••• F•••• A••••••• for A•••• W••••• M••••••••• G••••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Thomas VineyardPlano, TxMay 24, 2023May 17, 2023
Candy Rene HawkinsPlano, TxMay 24, 2023May 15, 2023
Charles Andrew EvansPlano, TxMay 24, 2023May 17, 2023
Gail CarrionPlano, TxMay 24, 2023May 15, 2023
John Randall DardenPlano, TxMay 24, 2023May 15, 2023
Mark FilardiPlano, TxMay 24, 2023May 15, 2023
Owen Turner MccabeHouston, TxMay 24, 2023May 15, 2023
Robert Edward HollandPlano, TxMay 24, 2023May 17, 2023
Steven ZurlisPlano, TxMay 24, 2023May 15, 2023
The rule
Registrations ended
May 24, 2023
Registered next
May 15, 2023 to May 17, 2023
Branch state
TX
Cities
2, most in Plano, Tx
Registered there that day
2,318 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into A•••• W••••• M••••••••• G••••