DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
April Michelle BierleFort Worth, TxJun 28, 2021Jun 25, 2021
Joanna Kaye HortonFort Worth, TxJun 28, 2021Jun 25, 2021
Bradley G BruceFort Worth, TxJun 29, 2021Jun 25, 2021
Cheryl MccarsonFort Worth, TxJun 29, 2021Jun 25, 2021
The rule
Registrations ended
Jun 28, 2021 to Jun 29, 2021
Registered next
Jun 25, 2021
Branch state
TX
Cities
1, most in Fort Worth, Tx
Registered there that day
22,273 (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 S•••••••• A•••••••• L••