DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left K••••• A••••••• S•••••••• L•• for G•••••••• F•••••••• A•••••••• L••

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Morgan Alexandra StevesAustin, TxApr 6, 2022Apr 22, 2022
Natasha Colleen DockstaderAustin, TxApr 6, 2022Apr 18, 2022
Rebecca Evelyn HippAustin, TxApr 6, 2022Apr 15, 2022
Richard Howard KudlerHouston, TxApr 6, 2022Apr 16, 2022
Russell G TiemanAustin, TxApr 6, 2022Apr 8, 2022
Ryan Martin OlsonDallas, TxApr 6, 2022Apr 18, 2022
Scott E KellyAustin, TxApr 6, 2022Apr 11, 2022
Scott Taylor StevesHouston, TxApr 8, 2022Apr 25, 2022
The rule
Registrations ended
Apr 6, 2022 to Apr 8, 2022
Registered next
Apr 8, 2022 to Apr 25, 2022
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
1,086 (people still on IAPD; an estimate)
Share of that headcount
0.8%
Succession by the destination
none on the tape
Other teams out of K••••• A••••••• S•••••••• L••Other teams into G•••••••• F•••••••• A•••••••• L••