DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left T•••• C•••••• B••• P•••••• W••••• A••••••• for T••••• C•••• W••••• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Dale Littleton CloudAustin, TxJun 30, 2022Jan 6, 2023
Emily Dawson ClockDallas, TxJun 30, 2022Mar 1, 2023
Eryn Shealy MyersAustin, TxJun 30, 2022Mar 1, 2023
Gregory Scott KalbAustin, TxJun 30, 2022Mar 1, 2023
Lawrence Arthur GekiereDallas, TxJun 30, 2022Mar 1, 2023
Monica EakerDallas, TxJun 30, 2022Mar 1, 2023
Richard W JacksonDallas, TxJun 30, 2022Mar 2, 2023
Wesley Don WrightDallas, TxJun 30, 2022Mar 1, 2023
The rule
Registrations ended
Jun 30, 2022
Registered next
Jan 6, 2023 to Mar 2, 2023
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
26%
Succession by the destination
none on the tape
Other teams out of T•••• C•••••• B••• P•••••• W••••• A•••••••Other teams into T••••• C•••• W••••• A•••••••• L••