DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
James G BaylissCollege Station, TxMay 17, 2021May 14, 2021
Kathy L VondergoltzCollege Station, TxMay 17, 2021May 14, 2021
Mark Edward BaylissCollege Station, TxMay 17, 2021May 14, 2021
The rule
Registrations ended
May 17, 2021
Registered next
May 14, 2021
Branch state
TX
Cities
1, most in College Station, Tx
Registered there that day
22,354 (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••••••