DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••••••• F•••••••• N•••••• for G••••• R••••••••• P••••••• L••

national BDtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Heather Rebecca HeronAustin, TxOct 18, 2021Oct 15, 2021
Laura Deanna PeirsonAustin, TxOct 18, 2021Oct 15, 2021
Sara Jo SeyerAustin, TxOct 18, 2021Oct 15, 2021
Stacy Elizabeth LeagueAustin, TxOct 18, 2021Oct 15, 2021
The rule
Registrations ended
Oct 18, 2021
Registered next
Oct 15, 2021
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
2,631 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into G••••• R••••••••• P••••••• L••