DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for S•••••••• A••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 8, 2025 to Jan 22, 2025
- Registered next
- Apr 3, 2025 to May 14, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,237 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape