DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left E•••••••• A•••••••• L•• for V•••••• F••••••••

national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John Andrew William SzugyiAustin, TxAug 11, 2023Aug 8, 2023
Daniel Charles PaschkeSouthlake, TxAug 25, 2023Aug 23, 2023
Doyle Rodney TracerSouthlake, TxAug 25, 2023Aug 23, 2023
Connor James GreenbergAustin, TxAug 31, 2023Aug 17, 2023
Zachary Bruce TreuAustin, TxAug 31, 2023Aug 17, 2023
Peter Merrill WarrenDallas, TxSep 5, 2023Aug 17, 2023
Andrew Philip WarrenDallas, TxSep 8, 2023Aug 17, 2023
The rule
Registrations ended
Aug 11, 2023 to Sep 8, 2023
Registered next
Aug 8, 2023 to Aug 23, 2023
Branch state
TX
Cities
3, most in Austin, Tx
Registered there that day
3,286 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of E•••••••• A•••••••• L••Other teams into V•••••• F••••••••