DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Amit JainSugar Land, TxDec 19, 2017Dec 15, 2017
Dane EverettFort Worth, TxDec 19, 2017Dec 14, 2017
Roger Dewayne HollandLake Jackson, TxDec 19, 2017Dec 14, 2017
Paul Gregory SobranDallas, TxJan 2, 2018Feb 6, 2018
The rule
Registrations ended
Dec 19, 2017 to Jan 2, 2018
Registered next
Dec 14, 2017 to Feb 6, 2018
Branch state
TX
Cities
4, most in Lake Jackson, Tx
Registered there that day
19,822 (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 W•••• F•••• A•••••••