DFX Intelligence

RIA Intelligence

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Team lift-out

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

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela Ann DoverDallas, TxNov 26, 2019Nov 22, 2019
Arthur Goodall AlexanderDallas, TxNov 26, 2019Nov 25, 2019
Daniel William GibsonDallas, TxNov 26, 2019Nov 25, 2019
Jaime L CutlerDallas, TxNov 26, 2019Nov 22, 2019
Matthew Allen AshleyDallas, TxNov 26, 2019Nov 24, 2019
The rule
Registrations ended
Nov 26, 2019
Registered next
Nov 22, 2019 to Nov 25, 2019
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
21,410 (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•••••••••