DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Robert Hamilton | Plano, Tx | Apr 27, 2021 | Sep 29, 2021 |
| Christopher Knox | Plano, Tx | May 5, 2021 | May 10, 2021 |
The rule
- Registrations ended
- Apr 27, 2021 to May 5, 2021
- Registered next
- May 10, 2021 to Sep 29, 2021
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,223 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape