DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left T• A••••••••• I••••••••• M••••••••• L•• for J••• M••••• S••••••••• L••

independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Joshua DethlefsSouthlake, TxSep 7, 2018Nov 20, 2018
Frederick LeanoFort Worth, TxSep 7, 2018Sep 11, 2018
Jeffrey Lee LambethFort Worth, TxSep 7, 2018Jun 7, 2019
John BlueFort Worth, TxSep 7, 2018Nov 29, 2018
The rule
Registrations ended
Sep 7, 2018
Registered next
Nov 20, 2018 to Nov 29, 2018
Branch state
TX
Cities
2, most in Fort Worth, Tx
Registered there that day
1,517 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of T• A••••••••• I••••••••• M••••••••• L••Other teams into J••• M••••• S••••••••• L••