DFX Intelligence
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Team lift-out
2 advisors left V••••••• A•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Yusef Ossama Aly Wakeel | Plano, Tx | Sep 12, 2023 | Apr 3, 2025 |
| Zhiyang Ling | Plano, Tx | Sep 22, 2023 | Sep 27, 2023 |
The rule
- Registrations ended
- Sep 12, 2023 to Sep 22, 2023
- Registered next
- Sep 27, 2023 to Apr 3, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,862 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape