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 |
|---|---|---|---|
| Jared Escamilla | Plano, Tx | Jun 21, 2023 | Sep 12, 2024 |
| Charles A Bullard | Plano, Tx | Jun 22, 2023 | Jun 22, 2023 |
The rule
- Registrations ended
- Jun 21, 2023 to Jun 22, 2023
- Registered next
- Jun 22, 2023 to Sep 12, 2024
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,783 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape