DFX Intelligence
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Team lift-out
2 advisors left B•••• • A••••••••• I••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason C Bivin | Ponca City, Ok | Oct 26, 2022 | Jul 29, 2022 |
| Julie Dawn Brown | Ponca City, Ok | Oct 26, 2022 | Aug 3, 2022 |
The rule
- Registrations ended
- Oct 26, 2022
- Registered next
- Jul 29, 2022 to Aug 3, 2022
- Branch state
- OK
- Cities
- 1, most in Ponca City, Ok
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape