DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jasson Ramsey Waters | Plano, Tx | Sep 3, 2024 | Sep 16, 2024 |
| Santiago Philippe Workman | Plano, Tx | Sep 12, 2024 | Sep 12, 2024 |
The rule
- Registrations ended
- Sep 3, 2024 to Sep 12, 2024
- Registered next
- Sep 12, 2024 to Sep 16, 2024
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,766 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape