DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• for L•• F•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Mel CampbellStillwater, OkNov 29, 2017Nov 29, 2017
Phillip Matthew BellTulsa, OkNov 29, 2017Nov 29, 2017
Stephen Paul AugustTulsa, OkNov 29, 2017Nov 29, 2017
Thomas Joseph AlleyTulsa, OkNov 29, 2017Nov 29, 2017
The rule
Registrations ended
Nov 29, 2017
Registered next
Nov 29, 2017
Branch state
OK
Cities
2, most in Tulsa, Ok
Registered there that day
416 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape
Other teams out of N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Other teams into L•• F•••••••• L••