DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Patricia StebbinsColumbia, ScSep 11, 2023Sep 8, 2023
Chancelor R StricklandColumbia, ScSep 11, 2023Sep 8, 2023
Alexis SmithColumbia, ScSep 12, 2023Sep 8, 2023
Brent Douglas RoofColumbia, ScSep 12, 2023Sep 8, 2023
Divina Eclavea BundickColumbia, ScSep 12, 2023Sep 8, 2023
John Franklin MccabeColumbia, ScSep 12, 2023Sep 8, 2023
Ladd Glenn LumpkinColumbia, ScSep 12, 2023Sep 8, 2023
Larry Shuford RoweColumbia, ScSep 12, 2023Sep 8, 2023
W M VelascoColumbia, ScSep 12, 2023Sep 8, 2023
William M VelascoColumbia, ScSep 12, 2023Sep 8, 2023
The rule
Registrations ended
Sep 11, 2023 to Sep 12, 2023
Registered next
Sep 8, 2023
Branch state
SC
Cities
1, most in Columbia, Sc
Registered there that day
23,632 (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 U•• F•••••••• S••••••• I•••