DFX Intelligence
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Team lift-out
2 advisors left E•••• S••••••••• L•• for H•••••• T••••••• • K•••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Leah Larsen | San Antonio, Tx | Jun 11, 2025 | Jun 6, 2025 |
| Jessica Murray Walker | New Braunfels, Tx | Jun 23, 2025 | Jun 6, 2025 |
The rule
- Registrations ended
- Jun 11, 2025 to Jun 23, 2025
- Registered next
- Jun 6, 2025
- Branch state
- TX
- Cities
- 2, most in San Antonio, Tx
- Registered there that day
- 2,183 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- a succession within a year (Nov 18, 2024), not necessarily this firm