DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Jeffrey James Savois | Houston, Tx | Mar 13, 2023 | Mar 12, 2023 |
| William Edward Grant | Houston, Tx | Mar 13, 2023 | Mar 13, 2023 |
The rule
- Registrations ended
- Mar 13, 2023
- Registered next
- Mar 12, 2023 to Mar 13, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 4,175 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape