DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left A•••••• R••••••• C•••••• for S••••• L••• C••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alden Gerard HagardornDallas, TxMay 18, 2023May 22, 2023
Andrea Anne RomeroDallas, TxMay 18, 2023May 18, 2023
Daniel M AbrahamDallas, TxMay 18, 2023May 22, 2023
Jaron Blake MillerDallas, TxMay 18, 2023May 18, 2023
John Ronald AtchleyDallas, TxMay 18, 2023Jun 19, 2023
P David SolimanDallas, TxMay 18, 2023May 18, 2023
Robert Valliant BrownDallas, TxMay 18, 2023May 18, 2023
Timothy Kent AubinDallas, TxMay 18, 2023May 18, 2023
Brentson Sanford BowlinDallas, TxMay 31, 2023Jun 2, 2023
John BordelonDallas, TxMay 31, 2023May 18, 2023
Paige Leigh St. MartinDallas, TxMay 31, 2023May 18, 2023
The rule
Registrations ended
May 18, 2023 to May 31, 2023
Registered next
May 18, 2023 to Jun 19, 2023
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
90 (people still on IAPD; an estimate)
Share of that headcount
12%
Succession by the destination
none on the tape
Other teams out of A•••••• R••••••• C••••••Other teams into S••••• L••• C••••••• L••