DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jarrod ShawHouston, TxApr 27, 2022Apr 28, 2022
Kelci McginnisNorth Richland Hills, TxMay 10, 2022Jun 10, 2022
Julia CollinsHouston, TxMay 13, 2022Jun 10, 2022
Nicholas RoutzahnDallas, TxMay 17, 2022May 16, 2022
Dwayne Martin JenkinsFrisco, TxMay 24, 2022May 23, 2022
Jacob MunozPearland, TxJun 7, 2022Jun 22, 2022
Kyle SimmonsFrisco, TxJun 9, 2022Jun 3, 2022
The rule
Registrations ended
Apr 27, 2022 to Jun 9, 2022
Registered next
Apr 28, 2022 to Jun 22, 2022
Branch state
TX
Cities
6, most in Houston, Tx
Registered there that day
21,878 (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 J••• M••••• S••••••••• L••