DFX Intelligence
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Team lift-out
2 advisors left K•• C•••••• L•• for C•••••• O•• I••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Brakey Hazzard | Tulsa, Ok | Dec 14, 2018 | Dec 6, 2018 |
| Travis Bentley Smythe | Tulsa, Ok | Dec 14, 2018 | Dec 6, 2018 |
The rule
- Registrations ended
- Dec 14, 2018
- Registered next
- Dec 6, 2018
- Branch state
- OK
- Cities
- 1, most in Tulsa, 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