DFX Intelligence
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Team lift-out
3 advisors left S••••• F•••••••• G•••• I•• for A•••••• A••••••• S•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Catherine Savara Mcdaniel | Houston, Tx | Nov 5, 2018 | Oct 29, 2018 |
| Tracy Diane Taylor | Houston, Tx | Nov 5, 2018 | Oct 29, 2018 |
| John Bradley Wilson | Houston, Tx | Nov 6, 2018 | Oct 30, 2018 |
The rule
- Registrations ended
- Nov 5, 2018 to Nov 6, 2018
- Registered next
- Oct 29, 2018 to Oct 30, 2018
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 293 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- a succession within a year (Nov 1, 2019), not necessarily this firm