DFX Intelligence
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Team lift-out
2 advisors left L••••• A•••• M••••••••• I••• for I••••••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jillian Claire Nel | Houston, Tx | Sep 4, 2019 | Sep 4, 2019 |
| Richard E Kaplan | Houston, Tx | Sep 4, 2019 | Sep 4, 2019 |
The rule
- Registrations ended
- Sep 4, 2019
- Registered next
- Sep 4, 2019
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape