DFX Intelligence
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Team lift-out
2 advisors left E•••••• F•••••••• E•••••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Emerson Carey | Austin, Tx | Feb 14, 2025 | Jan 21, 2025 |
| Phillip Back Weinstein | Austin, Tx | Feb 14, 2025 | Jan 21, 2025 |
The rule
- Registrations ended
- Feb 14, 2025
- Registered next
- Jan 21, 2025
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 575 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape