DFX Intelligence
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Team lift-out
2 advisors left G•••••• S•••• W••••• S•••••••• L••• for F••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Scott Gray | Dallas, Tx | Nov 14, 2018 | Nov 15, 2018 |
| Matthew Grant Harwell | Dallas, Tx | Nov 14, 2018 | Nov 1, 2018 |
The rule
- Registrations ended
- Nov 14, 2018
- Registered next
- Nov 1, 2018 to Nov 15, 2018
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 348 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape