DFX Intelligence
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Team lift-out
2 advisors left U•• F•••••••• S••••••• I••• for E•••••• A••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Charles Ellis | Tulsa, Ok | Sep 12, 2023 | Sep 1, 2023 |
| Kerri Joann Musgrove | Tulsa, Ok | Sep 12, 2023 | Feb 5, 2024 |
The rule
- Registrations ended
- Sep 12, 2023
- Registered next
- Sep 1, 2023 to Feb 5, 2024
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 8,648 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape