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 |
|---|---|---|---|
| Aaron Nielsen | Plano, Tx | Oct 17, 2022 | Oct 17, 2022 |
| Brian Michael Tree | Plano, Tx | Oct 18, 2022 | Oct 17, 2022 |
The rule
- Registrations ended
- Oct 17, 2022 to Oct 18, 2022
- Registered next
- Oct 17, 2022
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,691 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape