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
Denise M AllenFrisco, TxSep 27, 2022Oct 13, 2022
Joseph Michael CatalanoDallas, TxOct 4, 2022Sep 30, 2022
Katherine E RinehartGeorgetown, TxOct 4, 2022Oct 3, 2022
Rene Lynn CorbettAustin, TxOct 13, 2022Oct 3, 2022
The rule
Registrations ended
Sep 27, 2022 to Oct 13, 2022
Registered next
Sep 30, 2022 to Oct 13, 2022
Branch state
TX
Cities
4, most in Frisco, Tx
Registered there that day
22,028 (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••••••