DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U••• I••••••••• S••••••• C•••••• for E••••• J••••

no RAUMtonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Luis Antonio HerreraSan Antonio, TxJun 17, 2020Mar 11, 2022
Vincent Antwane WallaceSan Antonio, TxJun 22, 2020Sep 25, 2020
Bobby E GilesAddison, TxJun 26, 2020Sep 25, 2020
Tenisha BlairSan Antonio, TxJun 26, 2020Jun 7, 2021
The rule
Registrations ended
Jun 17, 2020 to Jun 26, 2020
Registered next
Sep 25, 2020 to Mar 11, 2022
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
202 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape
Other teams out of U••• I••••••••• S••••••• C••••••Other teams into E••••• J••••