DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for P•• A••••••• S•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Glenn Richmond RoyalHouston, TxJun 18, 2019Jul 2, 2019
Michele Alice JonesHouston, TxJun 18, 2019Jun 19, 2019
Natalie Carol PichaHouston, TxJun 18, 2019Jun 19, 2019
The rule
Registrations ended
Jun 18, 2019
Registered next
Jun 19, 2019 to Jul 2, 2019
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
21,020 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into P•• A••••••• S•••••••• L••