DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Carl Milton NewmanLongview, TxSep 2, 2021Aug 27, 2021
Clinton Samuel QuinnLongview, TxSep 2, 2021Aug 27, 2021
Jerry David MartinLongview, TxSep 2, 2021Aug 27, 2021
Jonathan Robert CromerLongview, TxSep 3, 2021Aug 27, 2021
Rhonda Alyson BagleyLongview, TxSep 3, 2021Aug 27, 2021
Curtis Tilman HinshawLongview, TxSep 7, 2021Aug 27, 2021
The rule
Registrations ended
Sep 2, 2021 to Sep 7, 2021
Registered next
Aug 27, 2021
Branch state
TX
Cities
1, most in Longview, Tx
Registered there that day
4,897 (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 L•• F•••••••• L••