DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left M••••• B•• W••••• M••••••••• L•• for S••••••••• W•••••

state registeredtomixed wealthOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Lacy Geil MulroyMobile, AlJul 14, 2026Jul 14, 2026
Virginia Mcneil O'BrienMobile, AlJul 14, 2026Jul 14, 2026
The rule
Registrations ended
Jul 14, 2026
Registered next
Jul 14, 2026
Branch state
AL
Cities
1, most in M•••••, Al
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M••••• B•• W••••• M••••••••• L••Other teams into S••••••••• W•••••