DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M••••• S•••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Taylor BowmanLufkin, TxSep 2, 2016Aug 30, 2016
James Joshua Zeleskey JrLufkin, TxSep 2, 2016Aug 30, 2016
John Phillip FriesenLufkin, TxSep 2, 2016Aug 30, 2016
John Phillip FriesenLufkin, TxSep 2, 2016Aug 30, 2016
Karen Renee ShawLufkin, TxSep 2, 2016Aug 30, 2016
The rule
Registrations ended
Sep 2, 2016
Registered next
Aug 30, 2016
Branch state
TX
Cities
1, most in Lufkin, Tx
Registered there that day
13,808 (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 R•• C•••••• M••••••• L••