DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left T• A••••••••• I••• for J••• M••••• S••••••••• L••

no RAUMtowirehouseOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Cohen ReaganWebster, TxJan 11, 2021Jul 29, 2021
Jared ReedWebster, TxJan 11, 2021Jun 30, 2021
Leland R WhiteFrisco, TxJan 11, 2021Jan 12, 2021
Tabrez PapaAustin, TxJan 11, 2021Jan 25, 2021
The rule
Registrations ended
Jan 11, 2021 to Jan 22, 2021
Registered next
Jan 12, 2021 to Jul 29, 2021
Branch state
TX
Cities
4, most in Webster, Tx
Registered there that day
1,467 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of T• A••••••••• I•••Other teams into J••• M••••• S••••••••• L••