DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Owen KlenkeHouston, TxSep 8, 2020Aug 28, 2020
Jordan Thomas WinterfeldHouston, TxSep 8, 2020Aug 28, 2020
Lyndsay B SchickHouston, TxSep 8, 2020Aug 28, 2020
Mark Allen KayeHouston, TxSep 8, 2020Aug 28, 2020
Mark Eric DahlHouston, TxSep 8, 2020Aug 28, 2020
Timothy L. O'ConnorHouston, TxSep 8, 2020Aug 28, 2020
The rule
Registrations ended
Sep 8, 2020
Registered next
Aug 28, 2020
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
7,811 (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 M••••• S••••••