DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Alexander Gelmon | Dallas, Tx | Jul 16, 2019 | Jul 16, 2019 |
| Amy Styczynski Sabin | Dallas, Tx | Jul 18, 2019 | Jul 16, 2019 |
The rule
- Registrations ended
- Jul 16, 2019 to Jul 18, 2019
- Registered next
- Jul 16, 2019
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 5,219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape