DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Ryan NewmanAustin, TxJun 3, 2025May 30, 2025
Joseph Hopkins JoinerMckinney, TxJun 17, 2025Jun 16, 2025
Meredith G DotyMckinney, TxJun 17, 2025Jun 16, 2025
Ronnie DuttonMckinney, TxJun 17, 2025Jun 16, 2025
Christina Michelle BlytheMckinney, TxJun 18, 2025Jun 16, 2025
The rule
Registrations ended
Jun 3, 2025 to Jun 18, 2025
Registered next
May 30, 2025 to Jun 16, 2025
Branch state
TX
Cities
2, most in Mckinney, Tx
Registered there that day
24,386 (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••••••