DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••• N••••••• • C••••••• I•••••••••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Nora Christova BrazierDallas, TxAug 26, 2020Aug 25, 2020
Eli Joseph TabariaDallas, TxAug 27, 2020Aug 25, 2020
John Wood AbbottDallas, TxAug 27, 2020Aug 25, 2020
Randi Nicole HowardDallas, TxAug 27, 2020Aug 25, 2020
Shane R SteinDallas, TxAug 27, 2020Aug 25, 2020
The rule
Registrations ended
Aug 26, 2020 to Aug 27, 2020
Registered next
Aug 25, 2020
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
21,937 (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•••••• N••••••• • C••••••• I•••••••••