DFX Intelligence
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Team lift-out
2 advisors left T• A••••••••• I••••••••• M••••••••• L•• for V••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justine Marie Juele | Southlake, Tx | Jan 24, 2022 | Feb 10, 2022 |
| Wanda Francia Gray | Southlake, Tx | Feb 2, 2022 | Feb 4, 2022 |
The rule
- Registrations ended
- Jan 24, 2022 to Feb 2, 2022
- Registered next
- Feb 4, 2022 to Feb 10, 2022
- Branch state
- TX
- Cities
- 1, most in Southlake, Tx
- Registered there that day
- 840 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape