DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Samuel Hussein | Plano, Tx | Jan 8, 2024 | Apr 4, 2025 |
| George Maxwell Bruneau | Plano, Tx | Jan 17, 2024 | Feb 23, 2024 |
The rule
- Registrations ended
- Jan 8, 2024 to Jan 17, 2024
- Registered next
- Feb 23, 2024 to Apr 4, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,893 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape