DFX Intelligence
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Team lift-out
2 advisors left I•• W••••• M••••••••• I••• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Christian Hoff | Dallas, Tx | Aug 8, 2024 | Aug 8, 2024 |
| Lora Jane Hoff | Dallas, Tx | Aug 8, 2024 | Aug 7, 2024 |
The rule
- Registrations ended
- Aug 8, 2024
- Registered next
- Aug 7, 2024 to Aug 8, 2024
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 62 (people still on IAPD; an estimate)
- Share of that headcount
- 3.2%
- Succession by the destination
- none on the tape