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
Deborah L GriffithDallas, TxApr 17, 2025Apr 16, 2025
Laura K Martin-BernardDallas, TxApr 17, 2025Apr 16, 2025
Christopher Wilkinson GreenDallas, TxApr 21, 2025Apr 16, 2025
Melissa TransierDallas, TxApr 21, 2025Apr 17, 2025
Ryan BellDallas, TxApr 21, 2025Apr 16, 2025
The rule
Registrations ended
Apr 17, 2025 to Apr 21, 2025
Registered next
Apr 16, 2025 to Apr 17, 2025
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
24,351 (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•••••••••