DFX Intelligence
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Team lift-out
2 advisors left S••••• R••••••• G•••• L•• for P••• G•••• F••••••••• I•••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Carroll Billingsley | Edmond, Ok | Feb 23, 2018 | Mar 13, 2018 |
| Michael James White | Edmond, Ok | Feb 23, 2018 | Feb 16, 2018 |
The rule
- Registrations ended
- Feb 23, 2018
- Registered next
- Feb 16, 2018 to Mar 13, 2018
- Branch state
- OK
- Cities
- 1, most in Edmond, Ok
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape