DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C•••••••• F•••••••• G•••• A••••••• for S•••••• P•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeremy David MandelSan Antonio, TxOct 19, 2017Sep 29, 2017
Logan William DietelSan Antonio, TxOct 19, 2017Sep 29, 2017
Paxton Jordan SmithSan Antonio, TxOct 19, 2017Sep 29, 2017
Howard Jay RappaportSan Antonio, TxOct 20, 2017Sep 29, 2017
The rule
Registrations ended
Oct 19, 2017 to Oct 20, 2017
Registered next
Sep 29, 2017
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
339 (people still on IAPD; an estimate)
Share of that headcount
1.2%
Succession by the destination
none on the tape
Other teams out of C•••••••• F•••••••• G•••• A•••••••Other teams into S•••••• P•••••••• L••