DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cynthia Ciotta | Plano, Tx | Aug 2, 2023 | Mar 12, 2024 |
| Chris Anoya | Plano, Tx | Aug 14, 2023 | Nov 24, 2023 |
The rule
- Registrations ended
- Aug 2, 2023 to Aug 14, 2023
- Registered next
- Nov 24, 2023 to Mar 12, 2024
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,790 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape