DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left L•••• F••• A••••••• S••••••• for I••••••••• W••••• C••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeff Lee MacyDallas, TxMay 25, 2021May 25, 2021
Matthew Robert BarretteDallas, TxMay 25, 2021May 25, 2021
Thomas Eugene DavisDallas, TxMay 25, 2021May 25, 2021
The rule
Registrations ended
May 25, 2021
Registered next
May 25, 2021
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
101 (people still on IAPD; an estimate)
Share of that headcount
3.0%
Succession by the destination
none on the tape
Other teams out of L•••• F••• A••••••• S•••••••Other teams into I••••••••• W••••• C••••••• L••