DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for N•••••• F•••••••• G••••• I•••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Larry Wayne KarbanMemphis, TnFeb 14, 2022Feb 17, 2022
Ramon Eugene FracchiaMemphis, TnFeb 14, 2022Feb 17, 2022
William Otto MooreMemphis, TnFeb 14, 2022Feb 17, 2022
The rule
Registrations ended
Feb 14, 2022
Registered next
Feb 17, 2022
Branch state
TN
Cities
1, most in Memphis, Tn
Registered there that day
1,631 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into N•••••• F•••••••• G••••• I•••