DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left U•• F•••••••• S••••••• I••• for W•••• F•••• A•••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
David TurnerLeawood, KsJul 9, 2020Jun 23, 2020
Lauri Ann GrayLeawood, KsJul 9, 2020Jun 23, 2020
Thomas Henry FreemanLeawood, KsJul 9, 2020Jun 23, 2020
Courtney Lea RhodenLeawood, KsJul 17, 2020Jun 23, 2020
Matthew Scott SayersLeawood, KsJul 17, 2020Jun 23, 2020
Ted Lynn ChartierLeawood, KsJul 17, 2020Jun 23, 2020
The rule
Registrations ended
Jul 9, 2020 to Jul 17, 2020
Registered next
Jun 23, 2020
Branch state
KS
Cities
1, most in Leawood, Ks
Registered there that day
7,840 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into W•••• F•••• A•••••••