DFX Intelligence
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Team lift-out
2 advisors left L••••••• W•••••• I••• for S•••• F•••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Craig Ivy | Houston, Tx | Jun 21, 2023 | Jun 23, 2023 |
| Ashley Nicole Trlica | Houston, Tx | Jun 30, 2023 | Jun 29, 2023 |
The rule
- Registrations ended
- Jun 21, 2023 to Jun 30, 2023
- Registered next
- Jun 23, 2023 to Jun 29, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape