DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W••••••• W••••• A•••••••• I••• for H••• C•••••• G••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Michael RickertHouston, TxMar 13, 2020Mar 23, 2020
J Taylor Laing DavisHouston, TxMar 13, 2020Mar 19, 2020
James Robert DavisHouston, TxMar 13, 2020Mar 23, 2020
The rule
Registrations ended
Mar 13, 2020
Registered next
Mar 19, 2020 to Mar 23, 2020
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
29 (people still on IAPD; an estimate)
Share of that headcount
10%
Succession by the destination
none on the tape
Other teams out of W••••••• W••••• A•••••••• I•••Other teams into H••• C•••••• G••••