DFX Intelligence

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Team lift-out

4 advisors left O• I••••••••• M••••••••• C• for T•• G•••• L••

BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Frank HolderHouston, TxJun 15, 2022Sep 9, 2022
Ryan J MoreheadHouston, TxJun 15, 2022Sep 9, 2022
Sarah Houston ZieseHouston, TxJun 15, 2022Sep 9, 2022
Tehrrek Lee FitzpatrickHouston, TxJun 15, 2022Sep 6, 2022
The rule
Registrations ended
Jun 15, 2022
Registered next
Sep 6, 2022 to Sep 9, 2022
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
261 (people still on IAPD; an estimate)
Share of that headcount
1.5%
Succession by the destination
none on the tape
Other teams out of O• I••••••••• M••••••••• C•Other teams into T•• G•••• L••