DFX Intelligence
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Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for D•••••• C••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lucas Wayne Cheatham | Houston, Tx | Dec 22, 2020 | Dec 23, 2020 |
| Brian Curtis Cheatham | The Woodlands, Tx | Dec 31, 2020 | Mar 12, 2021 |
| David Gene Morris | Houston, Tx | Dec 31, 2020 | Mar 12, 2021 |
The rule
- Registrations ended
- Dec 22, 2020 to Dec 31, 2020
- Registered next
- Dec 23, 2020 to Mar 12, 2021
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 3,493 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape