DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left J••• M••••• S••••••••• L•• for V•••••• C•••••• M••••••••• I•••

wirehousetoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher M MillerSan Antonio, TxJun 11, 2019Jul 10, 2019
James Jimmy VeraSan Antonio, TxJun 17, 2019Jul 10, 2019
Jorge CameroSan Antonio, TxJun 26, 2019Jul 12, 2019
Kevin D OliverSan Antonio, TxJul 3, 2019Jul 5, 2019
The rule
Registrations ended
Jun 11, 2019 to Jul 3, 2019
Registered next
Jul 5, 2019 to Jul 12, 2019
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
5,207 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into V•••••• C•••••• M••••••••• I•••