DFX Intelligence
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Team lift-out
2 advisors left A••• C••••••• I••• for N••••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Douglas Taylor | Austin, Tx | Nov 5, 2018 | Nov 27, 2018 |
| Jason R Clark | Austin, Tx | Nov 5, 2018 | Nov 27, 2018 |
The rule
- Registrations ended
- Nov 5, 2018
- Registered next
- Nov 27, 2018
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape