DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for A••••••••• F•••••••• S•••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Joseph VilfordiDallas, TxNov 27, 2018Nov 16, 2018
Adam Christopher VilfordiDallas, TxNov 27, 2018Nov 16, 2018
Alex VilfordiDallas, TxNov 27, 2018Nov 16, 2018
George Louis VilfordiDallas, TxNov 27, 2018Nov 16, 2018
Rosmari TrumpDallas, TxNov 27, 2018Nov 30, 2018
The rule
Registrations ended
Nov 27, 2018
Registered next
Nov 16, 2018 to Nov 30, 2018
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
7,834 (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 A••••••••• F•••••••• S•••••••• L••