DFX Intelligence
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Team lift-out
3 advisors left P•• M•••••• A•••••• S••••••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wendi-Ann Francis | Houston, Tx | Aug 12, 2021 | Aug 31, 2021 |
| Isabel R Beltran | Kingwood, Tx | Aug 23, 2021 | Oct 13, 2021 |
| Raul Valencia | San Antonio, Tx | Aug 23, 2021 | Dec 22, 2021 |
The rule
- Registrations ended
- Aug 12, 2021 to Aug 23, 2021
- Registered next
- Aug 31, 2021 to Dec 22, 2021
- Branch state
- TX
- Cities
- 3, most in Houston, Tx
- Registered there that day
- 189 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape