DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda Campbell LordSavannah, GaFeb 21, 2023Feb 17, 2023
Daniel C UmbelSavannah, GaFeb 22, 2023Feb 17, 2023
Jeffrey Alan HeederSavannah, GaFeb 22, 2023Feb 20, 2023
Karl Eugene SchieferSavannah, GaFeb 22, 2023Feb 17, 2023
The rule
Registrations ended
Feb 21, 2023 to Feb 22, 2023
Registered next
Feb 17, 2023 to Feb 20, 2023
Branch state
GA
Cities
1, most in Savannah, Ga
Registered there that day
22,991 (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 M••••• S••••••