DFX Intelligence

RIA Intelligence

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Team lift-out

5 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
Montford Lee TurleyBeaumont, TxSep 1, 2023Sep 1, 2023
Ryan Matthew CitranoBeaumont, TxSep 1, 2023Aug 31, 2023
Daniel Mark HallBeaumont, TxSep 5, 2023Sep 1, 2023
Clarke BakerBeaumont, TxSep 6, 2023Aug 31, 2023
Kayla WeeksBeaumont, TxSep 6, 2023Aug 31, 2023
The rule
Registrations ended
Sep 1, 2023 to Sep 6, 2023
Registered next
Aug 31, 2023 to Sep 1, 2023
Branch state
TX
Cities
1, most in Beaumont, Tx
Registered there that day
23,621 (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•••••••••