DFX Intelligence
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Team lift-out
3 advisors left L•••• F••• A••••••• S••••••• for H•••••••• A•••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carla Ann Reilly | Dallas, Tx | Jul 28, 2021 | Jul 27, 2021 |
| John Todd Vandervoorn | Dallas, Tx | Jul 28, 2021 | Jul 27, 2021 |
| John N Wills | Dallas, Tx | Aug 6, 2021 | Aug 5, 2021 |
The rule
- Registrations ended
- Jul 28, 2021 to Aug 6, 2021
- Registered next
- Jul 27, 2021 to Aug 5, 2021
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 95 (people still on IAPD; an estimate)
- Share of that headcount
- 3.2%
- Succession by the destination
- a succession within a year (Sep 29, 2021), not necessarily this firm