DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for V•••••• P•••••• W•••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dewayne Alfred Crunk | Edmond, Ok | Sep 25, 2018 | Sep 21, 2018 |
| Joey Dwayne Sager | Edmond, Ok | Sep 25, 2018 | Sep 21, 2018 |
| Melissa Suzanne Whitaker | Edmond, Ok | Sep 26, 2018 | May 1, 2026 |
The rule
- Registrations ended
- Sep 25, 2018 to Sep 26, 2018
- Registered next
- Sep 21, 2018 to May 1, 2026
- Branch state
- OK
- Cities
- 1, most in Edmond, Ok
- Registered there that day
- 14,322 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape