DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C••••••••• F•••••••• N•••••• for U••• C•••••• W••••• A•••••••• L••

national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Dallan Chris MaasAustin, TxJun 2, 2017Jun 2, 2017
James McdanielAustin, TxJun 2, 2017Jun 2, 2017
Kelly Ryan CooperAustin, TxJun 2, 2017Jun 2, 2017
Michael B IrvinAustin, TxJun 2, 2017Jun 2, 2017
Raymond Michael MasseyAustin, TxJun 2, 2017Jun 2, 2017
The rule
Registrations ended
Jun 2, 2017
Registered next
Jun 2, 2017
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
1,762 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into U••• C•••••• W••••• A•••••••• L••