DFX Intelligence

RIA Intelligence

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Team lift-out

22 advisors left E•••••••• A•••••••• L•• for P•• A••••••• S•••••••• L••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Matthew Kyle SimsDallas, TxOct 29, 2019Dec 6, 2019
Dean Philip DillenbergAustin, TxOct 30, 2019Dec 7, 2019
Joshua Glen HensonAustin, TxOct 30, 2019Dec 6, 2019
Patrick Douglas MundlinAustin, TxOct 30, 2019Dec 12, 2019
Roy Clayton AndersonAustin, TxOct 30, 2019Dec 6, 2019
Jonathan Admiral CovingtonDallas, TxOct 31, 2019Dec 7, 2019
David Brian FarrellAustin, TxNov 14, 2019Jan 16, 2020
Travis Jordan PenfieldAustin, TxNov 15, 2019Nov 22, 2019
Zachary James HawkinsAustin, TxNov 15, 2019Jan 14, 2020
Gregory Morgan RosnerAustin, TxNov 18, 2019Jan 13, 2020
Jacob Anthony VillarrealAustin, TxNov 19, 2019Feb 19, 2020
Tyler Edward StanifordAustin, TxNov 19, 2019Dec 7, 2019
Timothy Micheal RodgersDallas, TxNov 20, 2019Dec 6, 2019
Grant Mathew BorenAustin, TxNov 21, 2019Jan 21, 2020
Michael David WuestAustin, TxNov 25, 2019Dec 17, 2019
Jonathan Lawrence RiceAustin, TxNov 26, 2019Dec 7, 2019
Kristopher Douglas BlaslAustin, TxNov 26, 2019Jan 16, 2020
Brandon Scott LanzDallas, TxDec 4, 2019Jan 7, 2020
Noah James BehrmanAustin, TxDec 13, 2019Jan 16, 2020
Benjamin David LongDallas, TxDec 16, 2019Jan 16, 2020
Conner James YoungAustin, TxDec 16, 2019Jan 21, 2020
Mitchell Alan JohnsonDallas, TxDec 17, 2019Jan 13, 2020
The rule
Registrations ended
Oct 29, 2019 to Dec 17, 2019
Registered next
Nov 22, 2019 to Feb 19, 2020
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
2,474 (people still on IAPD; an estimate)
Share of that headcount
0.9%
Succession by the destination
none on the tape
Other teams out of E•••••••• A•••••••• L••Other teams into P•• A••••••• S•••••••• L••