DFX Intelligence

RIA Intelligence

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Team lift-out

12 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
Britton Lee NobleSugar Land, TxOct 4, 2024Sep 30, 2024
Cheri Lynette PayneSugar Land, TxOct 4, 2024Sep 30, 2024
Jared D KenneySugar Land, TxOct 4, 2024Oct 1, 2024
Jeffrey James O'BrienSugar Land, TxOct 4, 2024Sep 30, 2024
Joseph Carl RoseSugar Land, TxOct 4, 2024Sep 30, 2024
Joshua Glen PalmerPlano, TxOct 4, 2024Oct 1, 2024
Esmeralda ValarezoSugarland, TxOct 7, 2024Sep 30, 2024
Jarrod Lane HagemanSugar Land, TxOct 7, 2024Sep 30, 2024
Joseph Jordan CunneffSugar Land, TxOct 7, 2024Oct 1, 2024
Surojeet GhatakSugar Land, TxOct 7, 2024Sep 30, 2024
Mary Ellen CardenasSugar Land, TxOct 8, 2024Sep 30, 2024
Paul Homer MasseyPlano, TxOct 8, 2024Oct 1, 2024
The rule
Registrations ended
Oct 4, 2024 to Oct 8, 2024
Registered next
Sep 30, 2024 to Oct 1, 2024
Branch state
TX
Cities
3, most in Sugar Land, Tx
Registered there that day
5,626 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into L•• F•••••••• L••