DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Michael Amador VegaHouston, TxApr 7, 2021Mar 26, 2021
Kenia B MedlinHouston, TxApr 13, 2021Apr 1, 2021
Kurt Alan MurphyHouston, TxApr 13, 2021Apr 1, 2021
Matthew Ryan CuddCypress, TxApr 13, 2021Apr 1, 2021
The rule
Registrations ended
Apr 7, 2021 to Apr 13, 2021
Registered next
Mar 26, 2021 to Apr 1, 2021
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
5,929 (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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••