DFX Intelligence

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Team lift-out

9 advisors left S••••••• for S••••••• I••••••••• M••••••••• G••••• L••

BD affiliatedtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles ClavelHouston, TxDec 22, 2023Mar 22, 2019
Frank Patrick WhiteHouston, TxDec 22, 2023Oct 10, 2005
John Michael ThorntonHouston, TxDec 22, 2023Sep 16, 2005
John Robert KellerHouston, TxDec 22, 2023Mar 10, 2014
Kimberly Anne TuckerHouston, TxDec 22, 2023Jun 29, 2023
Marc Shiels LittleHouston, TxDec 22, 2023Aug 15, 2016
Patricia Kellaway RanucciHouston, TxDec 22, 2023Sep 16, 2005
Ryan Edward CraneHouston, TxDec 22, 2023Sep 16, 2005
Samuel Moore ChaseHouston, TxDec 22, 2023Sep 16, 2005
The rule
Registrations ended
Dec 22, 2023
Registered next
Sep 16, 2005 to Jun 29, 2023
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
211 (people still on IAPD; an estimate)
Share of that headcount
4.3%
Succession by the destination
none on the tape
Other teams out of S•••••••Other teams into S••••••• I••••••••• M••••••••• G••••• L••