DFX Intelligence
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Team lift-out
2 advisors left 1•• G••••• A••••••• I•• for W••••••••• A••••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cindy Kay Day | Baytown, Tx | Feb 8, 2019 | Feb 6, 2019 |
| Kristen Deanne Shepherd | Houston, Tx | Feb 8, 2019 | Feb 6, 2019 |
The rule
- Registrations ended
- Feb 8, 2019
- Registered next
- Feb 6, 2019
- Branch state
- TX
- Cities
- 2, most in Baytown, Tx
- Registered there that day
- 551 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape