DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for P••••••• C•••••• A••••••• C•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett William Sperin | Plano, Tx | Aug 9, 2019 | Aug 14, 2019 |
| Timothy James Hoffman | Plano, Tx | Aug 12, 2019 | Oct 21, 2019 |
The rule
- Registrations ended
- Aug 9, 2019 to Aug 12, 2019
- Registered next
- Aug 14, 2019 to Oct 21, 2019
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 852 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape