DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left C•••••••• G••••• M•••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Mckinley YancyIrving, TxMay 1, 2023Jun 20, 2023
Estevan David EscarsegaIrving, TxMay 1, 2023Jun 20, 2023
Jorge M DelgadoIrving, TxMay 1, 2023Jun 27, 2023
Justin Donovan LangloisIrving, TxMay 1, 2023Jun 8, 2023
Mario Hermilo GonzalezIrving, TxMay 1, 2023Jun 12, 2023
Terry JonesIrving, TxMay 1, 2023Jul 25, 2023
Adam BurtonIrving, TxMay 4, 2023May 12, 2023
Carl ThorsonIrving, TxMay 18, 2023Jun 9, 2023
The rule
Registrations ended
May 1, 2023 to May 18, 2023
Registered next
May 12, 2023 to Jul 25, 2023
Branch state
TX
Cities
2, most in Irving, Tx
Registered there that day
2,090 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of C•••••••• G••••• M•••••• I•••Other teams into M•••••• L••••• P•••••• F••••• • S•••• I•••••••••