DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left F•••• A••••• A••••••• S•••••••• I••• for L•••••••• A•••• M••••••••• I•••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon Robert LockwoodFriendswood, TxNov 12, 2020Jun 24, 2018
Daniel David ThomasonTexas City, TxNov 12, 2020Oct 24, 2017
Kaleb Kristofer JonesDeer Park, TxNov 12, 2020Jun 24, 2018
Kyle Edward JohnstonTexas City, TxNov 12, 2020Jun 24, 2018
Michael Allen WegnerTexas City, TxNov 12, 2020Dec 5, 2016
Stephen Louis FougerousseTexas City, TxNov 12, 2020Oct 24, 2017
Steven David StockTexas City, TxNov 12, 2020Jun 25, 2018
The rule
Registrations ended
Nov 12, 2020
Registered next
Dec 5, 2016 to Jun 25, 2018
Branch state
TX
Cities
3, most in Texas City, Tx
Registered there that day
431 (people still on IAPD; an estimate)
Share of that headcount
1.6%
Succession by the destination
none on the tape
Other teams out of F•••• A••••• A••••••• S•••••••• I•••Other teams into L•••••••• A•••• M••••••••• I•••