DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left H••••• I••••••••• M••••••••• L•• for T••••••••• C••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Alexander ThurgoodCedar Park, TxMay 26, 2020Apr 14, 2020
Clark Gage KemsleyCedar Park, TxMay 26, 2020Apr 17, 2020
Lynn Blair ThurgoodCedar Park, TxMay 26, 2020Apr 14, 2020
Michelle Lea PhillipsCedar Park, TxMay 26, 2020Apr 14, 2020
The rule
Registrations ended
May 26, 2020
Registered next
Apr 14, 2020 to Apr 17, 2020
Branch state
TX
Cities
1, most in Cedar Park, Tx
Registered there that day
43 (people still on IAPD; an estimate)
Share of that headcount
9.3%
Succession by the destination
none on the tape
Other teams out of H••••• I••••••••• M••••••••• L••Other teams into T••••••••• C••••••• L••