DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••••• S••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Terry McdonaldDallas, TxAug 8, 2023Sep 18, 2023
James Rowland AldersDallas, TxAug 18, 2023Aug 8, 2023
Joe Brian FulmerHouston, TxAug 18, 2023Aug 8, 2023
Nancy Ruth GabanySugarland, TxAug 18, 2023Aug 8, 2023
The rule
Registrations ended
Aug 8, 2023 to Aug 18, 2023
Registered next
Aug 8, 2023 to Sep 18, 2023
Branch state
TX
Cities
3, most in Dallas, Tx
Registered there that day
133 (people still on IAPD; an estimate)
Share of that headcount
3.0%
Succession by the destination
none on the tape
Other teams out of C••••••• S•••••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••