DFX Intelligence
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Team lift-out
2 advisors left M••••••••• F•••••••• S••••••• L•• for S•••••• N••••••• • C••••••• I•••••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Henry Arnold | Houston, Tx | Dec 31, 2018 | Dec 2, 2025 |
| Sumeet Kaur Rai | Houston, Tx | Dec 31, 2018 | Dec 2, 2025 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Dec 2, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape