DFX Intelligence
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Team lift-out
2 advisors left V•••• I••••••••• P••••••• L•• for T•••• W••••• P••••••• A•• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janelle Marie Skelton | Oklahoma City, Ok | Oct 1, 2021 | Oct 11, 2021 |
| Samuel Clifford Munhollon | Oklahoma City, Ok | Oct 1, 2021 | Oct 12, 2021 |
The rule
- Registrations ended
- Oct 1, 2021
- Registered next
- Oct 11, 2021 to Oct 12, 2021
- Branch state
- OK
- Cities
- 1, most in Oklahoma City, Ok
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape