DFX Intelligence
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Team lift-out
11 advisors left O•••• I••••••••• I••• for F•••• H•••••• A•••••••• I••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derrick David Lagarde | Lafayette, La | Jan 22, 2021 | Jan 22, 2021 |
| Gloria Yanet Roque-Gutierrez | Metairie, La | Jan 22, 2021 | Jan 23, 2021 |
| Gregory Blake Richards | Monroe, La | Jan 22, 2021 | Jan 22, 2021 |
| Hunter Bailey Mcclendon | Lafayette, La | Jan 22, 2021 | Jan 23, 2021 |
| Jeremiah James Burns | Lafayette, La | Jan 22, 2021 | Feb 22, 2021 |
| Jon Adam Bourgeois | Morgan City, La | Jan 22, 2021 | Jan 22, 2021 |
| Joseph P Barreca | Lafayette, La | Jan 22, 2021 | Jan 22, 2021 |
| Paul Gerard Miller | Mandeville, La | Jan 22, 2021 | Jan 22, 2021 |
| Scott Andrew Fraser | Lafayette, La | Jan 22, 2021 | Jan 22, 2021 |
| Thomas Benton Webre | Lafayette, La | Jan 22, 2021 | Jan 22, 2021 |
| Vance Albert Richard | Lake Charles, La | Jan 22, 2021 | Jan 22, 2021 |
The rule
- Registrations ended
- Jan 22, 2021
- Registered next
- Jan 22, 2021 to Feb 22, 2021
- Branch state
- LA
- Cities
- 6, most in Lafayette, La
- Registered there that day
- 436 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape