DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Tanisha Lasha JoubertPlano, TxAug 29, 2022Aug 27, 2022
Hunter HollarnSouthlake, TxSep 6, 2022Sep 2, 2022
Kayla Michelle AmasonSouthlake, TxSep 6, 2022Sep 2, 2022
John M AlbertSan Antonio, TxSep 12, 2022Jan 23, 2023
Miles Andrew SmithFort Worth, TxSep 12, 2022Sep 9, 2022
Tahesin Hussein SomjiFort Worth, TxSep 12, 2022Sep 9, 2022
Tyler Scott DavisFort Worth, TxSep 12, 2022Sep 9, 2022
The rule
Registrations ended
Aug 29, 2022 to Sep 12, 2022
Registered next
Aug 27, 2022 to Sep 9, 2022
Branch state
TX
Cities
3, most in Fort Worth, Tx
Registered there that day
21,988 (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••••••