DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Charles LadageAustin, TxJan 24, 2023Jan 18, 2023
David Landon SmithAustin, TxJan 24, 2023Jan 13, 2023
Jorge Andres GarciaDallas, TxJan 24, 2023Jan 13, 2023
Monica Yvette VallejoAustin, TxJan 24, 2023Jan 13, 2023
The rule
Registrations ended
Jan 24, 2023
Registered next
Jan 13, 2023 to Jan 18, 2023
Branch state
TX
Cities
2, most in Austin, Tx
Registered there that day
8,583 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R••••••••• C•••••• M•••••••••