DFX Intelligence
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Team lift-out
2 advisors left P•• M•••••• A•••••• S••••••••• I••• for B••• G••••• W••••• A•••••••• I•••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Claudio Javier Messa Sanabria | San Antonio, Tx | Jun 2, 2021 | Apr 18, 2024 |
| David Sakr | Houston, Tx | Jun 2, 2021 | Mar 1, 2024 |
The rule
- Registrations ended
- Jun 2, 2021
- Registered next
- Mar 1, 2024 to Apr 18, 2024
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 263 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape