DFX Intelligence
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Team lift-out
2 advisors left P•••••••• A••••••• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tracie Lynn Guyer | Roanoke, Tx | Aug 17, 2018 | Aug 19, 2018 |
| Dewayne Christian Gerber | Pearland, Tx | Aug 31, 2018 | Aug 30, 2018 |
The rule
- Registrations ended
- Aug 17, 2018 to Aug 31, 2018
- Registered next
- Aug 19, 2018 to Aug 30, 2018
- Branch state
- TX
- Cities
- 2, most in Roanoke, Tx
- Registered there that day
- 1,650 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape