DFX Intelligence

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Team lift-out

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

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Ashley C CarterBeaumont, TxAug 20, 2024Aug 9, 2024
Bradford KleinBeaumont, TxAug 20, 2024Aug 10, 2024
Edward Graham PersiaBeaumont, TxAug 20, 2024Aug 10, 2024
Jeremy Brant SabaBeaumont, TxAug 20, 2024Aug 9, 2024
Mike PersiaBeaumont, TxAug 20, 2024Aug 10, 2024
Omar BitarBeaumont, TxAug 20, 2024Aug 9, 2024
Sherrill Anne ThompsonBeaumont, TxAug 20, 2024Aug 9, 2024
Taryn KingBeaumont, TxAug 20, 2024Aug 9, 2024
Kevin Eugene WagnerBeaumont, TxAug 21, 2024Aug 9, 2024
The rule
Registrations ended
Aug 20, 2024 to Aug 21, 2024
Registered next
Aug 9, 2024 to Aug 10, 2024
Branch state
TX
Cities
1, most in Beaumont, Tx
Registered there that day
8,967 (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••