DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left A•••• P•••• A••••••• for C••••••••• F•••••••• S•••••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Bernard Vincent McmanusParkersburg, WvApr 6, 2023Apr 14, 2023
Brenda Lee WeeklyWheeling, WvApr 6, 2023Apr 14, 2023
Derek BaileyParkersburg, WvApr 6, 2023Apr 14, 2023
Shanell JeffreyParkersburg, WvApr 6, 2023Apr 14, 2023
Tyler SzafranWheeling, WvApr 6, 2023Apr 14, 2023
Daniel Lee SpurgeonParkersburg, WvApr 10, 2023Apr 11, 2023
The rule
Registrations ended
Apr 6, 2023 to Apr 10, 2023
Registered next
Apr 11, 2023 to Apr 14, 2023
Branch state
WV
Cities
2, most in Parkersburg, Wv
Registered there that day
202 (people still on IAPD; an estimate)
Share of that headcount
3.0%
Succession by the destination
none on the tape
Other teams out of A•••• P•••• A•••••••Other teams into C••••••••• F•••••••• S•••••••