DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left K••••• A••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison Clancy HudsonAustin, TxApr 29, 2025Apr 28, 2025
Eric E. HarleyAustin, TxApr 29, 2025May 1, 2025
Eric Gregory MooreAustin, TxApr 29, 2025Apr 28, 2025
Thomas ReaganAustin, TxApr 29, 2025Apr 28, 2025
The rule
Registrations ended
Apr 29, 2025
Registered next
Apr 28, 2025 to May 1, 2025
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
1,235 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of K••••• A••••••• S•••••••• L••Other teams into C••••• I••••••••• A••••••• L••