DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••

BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cheryl Ann SutterRockwall, TxDec 3, 2021Dec 1, 2021
Corina M NashRockwall, TxDec 3, 2021Dec 1, 2021
Daniel Wayne FinchGreenville, TxDec 3, 2021Dec 1, 2021
Edward Joseph PipkinDallas, TxDec 3, 2021Dec 1, 2021
Justin David FruhwirthRockwall, TxDec 3, 2021Dec 1, 2021
Karen Lynn MartinMansfield, TxDec 3, 2021Dec 1, 2021
Patricia GomezRowlett, TxDec 3, 2021Dec 1, 2021
Cassie Lue PerryTerrell, TxDec 14, 2021Dec 1, 2021
The rule
Registrations ended
Dec 3, 2021 to Dec 14, 2021
Registered next
Dec 1, 2021
Branch state
TX
Cities
6, most in Rockwall, Tx
Registered there that day
12,571 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into A••••••••• F•••••••• S•••••••• L••