DFX Intelligence

RIA Intelligence

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Team lift-out

6 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
Timothy Edward McintoshFrisco, TxFeb 14, 2023Feb 14, 2023
Bradley Clark ChappellThe Woodlands, TxFeb 28, 2023Feb 24, 2023
Brent Robert ChappellThe Woodlands, TxFeb 28, 2023Feb 24, 2023
Michael W MillsThe Woodlands, TxMar 2, 2023Feb 24, 2023
Spencer CarlsonThe Woodlands, TxMar 2, 2023Feb 24, 2023
Jaymie WendtThe Woodlands, TxMar 3, 2023Feb 24, 2023
The rule
Registrations ended
Feb 14, 2023 to Mar 3, 2023
Registered next
Feb 14, 2023 to Feb 24, 2023
Branch state
TX
Cities
2, most in The Woodlands, Tx
Registered there that day
22,955 (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••