DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left L•••• F••• A••••••• S••••••• for A•••••• R••••••• C••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alden Gerard HagardornDallas, TxAug 2, 2018Aug 2, 2018
Brentson Sanford BowlinDallas, TxAug 2, 2018Aug 2, 2018
Jean Paul LagardeDallas, TxAug 2, 2018Aug 2, 2018
Kenneth Jerome LemoineDallas, TxAug 2, 2018Aug 2, 2018
P David SolimanDallas, TxAug 2, 2018Aug 2, 2018
Robert Valliant BrownDallas, TxAug 2, 2018Aug 2, 2018
Timothy Kent AubinDallas, TxAug 2, 2018Aug 2, 2018
William Tyson VanlandinghamDallas, TxAug 2, 2018Aug 2, 2018
The rule
Registrations ended
Aug 2, 2018
Registered next
Aug 2, 2018
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
115 (people still on IAPD; an estimate)
Share of that headcount
7.0%
Succession by the destination
none on the tape
Other teams out of L•••• F••• A••••••• S•••••••Other teams into A•••••• R••••••• C••••••