DFX Intelligence
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Team lift-out
2 advisors left T•• L••••• F•••••••• G••••• I••• for R••• C•••• A••••••• • C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Keith Scott | Tulsa, Ok | Aug 26, 2019 | Sep 1, 2017 |
| Randall Joe Cloud | Tulsa, Ok | Aug 26, 2019 | Sep 1, 2017 |
The rule
- Registrations ended
- Aug 26, 2019
- Registered next
- Sep 1, 2017
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape