DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for T•••• W••••• P•••••••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph W Teagarden | Houston, Tx | Apr 10, 2017 | Aug 30, 2017 |
| William Klinke | Houston, Tx | Apr 10, 2017 | Apr 7, 2017 |
The rule
- Registrations ended
- Apr 10, 2017
- Registered next
- Apr 7, 2017 to Aug 30, 2017
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 13,988 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Jul 6, 2017), not necessarily this firm