DFX Intelligence

RIA Intelligence

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Team lift-out

17 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for T•••• C•••••• B••• P•••••• W••••• A•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alan Luther MillerDallas, TxDec 31, 2018Jan 4, 2019
Colin James BoddickerDallas, TxDec 31, 2018Jan 4, 2019
Dale Littleton CloudAustin, TxDec 31, 2018Jan 4, 2019
David Lee StevensSan Antonio, TxDec 31, 2018Jan 4, 2019
Diarra Koro WilliamsDallas, TxDec 31, 2018Jan 4, 2019
Emily Dawson ClockDallas, TxDec 31, 2018Jan 4, 2019
Eric Scott ReblinSan Antonio, TxDec 31, 2018Jan 4, 2019
Eryn Shealy MyersAustin, TxDec 31, 2018Jan 4, 2019
Gregory Scott KalbAustin, TxDec 31, 2018Jan 4, 2019
James Steven OrrDallas, TxDec 31, 2018Jan 4, 2019
Lawrence Arthur GekiereDallas, TxDec 31, 2018Jan 4, 2019
Michael John KrachHouston, TxDec 31, 2018Jan 4, 2019
Monica EakerDallas, TxDec 31, 2018Jan 4, 2019
Pamela Ruiz TalamantezSan Antonio, TxDec 31, 2018Jan 4, 2019
Richard W JacksonDallas, TxDec 31, 2018Jan 4, 2019
Robert Kelly BallHouston, TxDec 31, 2018Jan 4, 2019
Wesley Don WrightDallas, TxDec 31, 2018Jan 4, 2019
The rule
Registrations ended
Dec 31, 2018
Registered next
Jan 4, 2019
Branch state
TX
Cities
4, most in Dallas, Tx
Registered there that day
3,976 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into T•••• C•••••• B••• P•••••• W••••• A•••••••