DFX Intelligence
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Team lift-out
2 advisors left P•• M•••••• A•••••• S••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Z Shen | Dallas, Tx | May 3, 2021 | May 3, 2021 |
| Rolando Alviso | Denton, Tx | May 5, 2021 | May 5, 2021 |
The rule
- Registrations ended
- May 3, 2021 to May 5, 2021
- Registered next
- May 3, 2021 to May 5, 2021
- Branch state
- TX
- Cities
- 2, most in Dallas, Tx
- Registered there that day
- 285 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape