DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Mark Robert FlatowHouston, TxFeb 23, 2015Feb 9, 2015
Kevin Eugene WagnerBeaumont, TxMar 3, 2015Feb 20, 2015
Lance Terrell HutchinsHouston, TxMar 5, 2015Feb 20, 2015
Jeremy Brant SabaBeaumont, TxMar 9, 2015Feb 20, 2015
Omar BitarBeaumont, TxMar 9, 2015Feb 20, 2015
Rebecca Lynn HensleyHouston, TxMar 9, 2015Feb 20, 2015
Simone S ShammaiHouston, TxMar 9, 2015Feb 20, 2015
The rule
Registrations ended
Feb 23, 2015 to Mar 9, 2015
Registered next
Feb 9, 2015 to Feb 20, 2015
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
13,114 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into U•• F•••••••• S••••••• I•••