DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left P••••• I••••••••• A••••••• L•• for S•••• W••••• P••••••• L••

state registeredtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Richard Alexander HebertLafayette, LaJun 2, 2020Apr 9, 2020
Walter Joseph WiltzLafayette, LaJun 2, 2020Apr 9, 2020
The rule
Registrations ended
Jun 2, 2020
Registered next
Apr 9, 2020
Branch state
LA
Cities
1, most in Lafayette, La
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of P••••• I••••••••• A••••••• L••Other teams into S•••• W••••• P••••••• L••