DFX Intelligence
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Team lift-out
2 advisors left B••••• F•••••••• A••••••• for D•••••• C•••••• C•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Jeffrey Warren | College Station, Tx | Sep 1, 2022 | Oct 27, 2022 |
| Curtis Adam Burch | College Station, Tx | Sep 1, 2022 | Aug 26, 2022 |
The rule
- Registrations ended
- Sep 1, 2022
- Registered next
- Aug 26, 2022 to Oct 27, 2022
- Branch state
- TX
- Cities
- 1, most in College Station, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape