DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for C•••• H••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anna Katherine Shaw | Plano, Tx | May 26, 2021 | Jul 2, 2021 |
| Robert Warren Young | Plano, Tx | Jun 8, 2021 | Jun 29, 2021 |
The rule
- Registrations ended
- May 26, 2021 to Jun 8, 2021
- Registered next
- Jun 29, 2021 to Jul 2, 2021
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,234 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape