DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for C•••••• S••••• • C••• I•••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rafael De Oliveira | Plano, Tx | Jul 15, 2021 | Jul 28, 2021 |
| Kevin Gerard Kelly | Plano, Tx | Jul 20, 2021 | Jan 24, 2023 |
The rule
- Registrations ended
- Jul 15, 2021 to Jul 20, 2021
- Registered next
- Jul 28, 2021 to Jan 24, 2023
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,279 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape