DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left G•• S••••••••• I••• for C••••••• W••••• M••••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Jake BlankenshipHouston, TxApr 16, 2024Apr 19, 2024
Michael D. NguyenHouston, TxApr 16, 2024Apr 19, 2024
Brendan Michael RileyHouston, TxApr 19, 2024Apr 19, 2024
Cameron Thomas ElafrosHouston, TxApr 19, 2024Apr 18, 2024
Justin JoyceHouston, TxApr 19, 2024Apr 19, 2024
Riley Harris FeldmanHouston, TxApr 19, 2024Apr 19, 2024
The rule
Registrations ended
Apr 16, 2024 to Apr 19, 2024
Registered next
Apr 18, 2024 to Apr 19, 2024
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
420 (people still on IAPD; an estimate)
Share of that headcount
1.2%
Succession by the destination
none on the tape
Other teams out of G•• S••••••••• I•••Other teams into C••••••• W••••• M••••••••• L••