DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left W•• A•••••••• L• for C••••••••• F•••••••• N••••••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
John C FarrisDallas, TxNov 7, 2016Nov 4, 2016
Karthik MuralirajDallas, TxNov 7, 2016Nov 4, 2016
Kimberly Zan TillinghastDallas, TxNov 7, 2016Nov 4, 2016
Parichart Crystal ArredondoDallas, TxNov 7, 2016Dec 5, 2016
Philip Andrew StrunkDallas, TxNov 7, 2016Nov 4, 2016
Raegan Ashley SaylorDallas, TxNov 7, 2016Nov 4, 2016
Vatsal AssarDallas, TxNov 7, 2016Nov 4, 2016
The rule
Registrations ended
Nov 7, 2016
Registered next
Nov 4, 2016 to Dec 5, 2016
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
101 (people still on IAPD; an estimate)
Share of that headcount
6.9%
Succession by the destination
a succession within a year (Aug 10, 2017), not necessarily this firm
Other teams out of W•• A•••••••• L•Other teams into C••••••••• F•••••••• N••••••