DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M••••• S•••••• for A•••••••• P•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Lawler OgdenMidland, TxFeb 28, 2023Feb 24, 2023
Charles Lang Bailey JrMidland, TxFeb 28, 2023Feb 24, 2023
James T SnelsonMidland, TxFeb 28, 2023Feb 24, 2023
Phillip K KnightMidland, TxFeb 28, 2023Feb 24, 2023
Nicholas M PerezMidland, TxMar 7, 2023Jun 14, 2023
The rule
Registrations ended
Feb 28, 2023 to Mar 7, 2023
Registered next
Feb 24, 2023 to Jun 14, 2023
Branch state
TX
Cities
1, most in Midland, Tx
Registered there that day
19,299 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into A•••••••• P•••••••• L••