DFX Intelligence
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Team lift-out
2 advisors left C• A••••••• S••••••• for B••••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 13, 2023
- Registered next
- Mar 16, 2023 to Mar 17, 2023
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 3.3%
- Succession by the destination
- none on the tape