DFX Intelligence
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Team lift-out
2 advisors left P•• M•••••• A•••••• S••••••••• I••• for P•• W••••• M•••••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andres Ricketts | Houston, Tx | Oct 4, 2022 | Sep 21, 2021 |
| Diana Margarita Mirabal | Houston, Tx | Oct 4, 2022 | Sep 21, 2021 |
The rule
- Registrations ended
- Oct 4, 2022
- Registered next
- Sep 21, 2021
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- Succession by the destination
- none on the tape