DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for G•• W••••• M•••••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Glen David SmithFlower Mound, TxOct 11, 2021Sep 27, 2021
Jordan Daniel KastFlower Mound, TxOct 11, 2021Sep 27, 2021
Victoria Mae GeigerFlower Mound, TxOct 11, 2021Sep 27, 2021
Annie Danette AdkisonFlower Mound, TxOct 19, 2021Sep 27, 2021
Erica Lynn DoreFlower Mound, TxOct 19, 2021Sep 27, 2021
Robert Lawrence CaseyFlower Mound, TxOct 20, 2021Sep 27, 2021
Talmage Wayne DemeesterFlower Mound, TxOct 20, 2021Sep 27, 2021
The rule
Registrations ended
Oct 11, 2021 to Oct 20, 2021
Registered next
Sep 27, 2021
Branch state
TX
Cities
1, most in Flower Mound, Tx
Registered there that day
4,917 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into G•• W••••• M•••••••••