DFX Intelligence
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Team lift-out
6 advisors left P••••••• C•••••• A•••••••• I••• for L•• F•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Alan Loney | Tulsa, Ok | Nov 1, 2019 | Oct 31, 2019 |
| Howard Tayloe Styron | Lawton, Ok | Nov 1, 2019 | Oct 31, 2019 |
| Kelly Duane Wisdom | Edmond, Ok | Nov 1, 2019 | Oct 31, 2019 |
| Robert Scott Lockard | Ardmore, Ok | Nov 1, 2019 | Oct 31, 2019 |
| Scotty V Dean | Yukon, Ok | Nov 1, 2019 | Oct 31, 2019 |
| Sharon Rena' Ireland | Oklahoma City, Ok | Nov 1, 2019 | Oct 31, 2019 |
The rule
- Registrations ended
- Nov 1, 2019
- Registered next
- Oct 31, 2019
- Branch state
- OK
- Cities
- 6, most in Tulsa, Ok
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 32%
- Succession by the destination
- none on the tape