DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John CiaramitaroFrisco, TxJun 21, 2019Jul 1, 2019
Anna KellyDallas, TxJul 2, 2019Jun 28, 2019
James D. SandfortDallas, TxJul 2, 2019Jul 1, 2019
Michael Kevin BussDallas, TxJul 2, 2019Jun 28, 2019
Neil David RubinsteinDallas, TxJul 2, 2019Jun 28, 2019
Robyn R Petty-GreerDallas, TxJul 2, 2019Jun 28, 2019
Ryan Edward BarcenaDallas, TxJul 2, 2019Jun 28, 2019
Megan Taylor MilesFrisco, TxJul 6, 2019Jul 11, 2019
The rule
Registrations ended
Jun 21, 2019 to Jul 6, 2019
Registered next
Jun 28, 2019 to Jul 11, 2019
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
21,021 (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 R••••••••• C•••••• M•••••••••