DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left W•• A•••••••• L• for B• R•••• W••••• A•••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cameron Pierce RessetarDallas, TxJul 17, 2017Jan 29, 2018
Logan Thomas VoelkerDallas, TxJul 17, 2017Jan 30, 2018
Thomas David KowalczykDallas, TxJul 17, 2017Jul 17, 2017
Harry Roger HughesDallas, TxJul 25, 2017Aug 1, 2017
Anthony Clayton RiceDallas, TxJul 28, 2017Jul 28, 2017
Agoston Stephen HorvathDallas, TxAug 1, 2017Aug 3, 2017
Louis Daniel FryDallas, TxAug 1, 2017Aug 3, 2017
Stephanie Denee StewartLubbock, TxAug 8, 2017Nov 13, 2017
The rule
Registrations ended
Jul 17, 2017 to Aug 8, 2017
Registered next
Jul 17, 2017 to Jan 30, 2018
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
78 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape
Other teams out of W•• A•••••••• L•Other teams into B• R•••• W••••• A•••••••• I•••