DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for N•••••• A•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jerry Dean Taylor | Tulsa, Ok | Mar 23, 2020 | Mar 14, 2020 |
| Jordan David Taylor | Tulsa, Ok | Mar 23, 2020 | Mar 12, 2020 |
| Kellie Lynn Schuttler | Tulsa, Ok | Mar 23, 2020 | Mar 12, 2020 |
The rule
- Registrations ended
- Mar 23, 2020
- Registered next
- Mar 12, 2020 to Mar 14, 2020
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 7,896 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape