DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for G•••••••• C•••••• P••••••• G•••• L••
national BDtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marilee Sue Lonergan | Tulsa, Ok | Feb 5, 2025 | Mar 10, 2025 |
| Zachary Allen Lonergan | Tulsa, Ok | Feb 5, 2025 | Mar 10, 2025 |
The rule
- Registrations ended
- Feb 5, 2025
- Registered next
- Mar 10, 2025
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 3,878 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape