DFX Intelligence
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Team lift-out
2 advisors left P•• M•••••• A•••••• S••••••••• I••• for P•• W••••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Patrick Donnell | Houston, Tx | Oct 8, 2021 | Dec 2, 2021 |
| Christopher Anthony Todd | Dallas, Tx | Oct 8, 2021 | Oct 29, 2021 |
The rule
- Registrations ended
- Oct 8, 2021
- Registered next
- Oct 29, 2021 to Dec 2, 2021
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 5.0%
- Succession by the destination
- none on the tape