DFX Intelligence
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Team lift-out
3 advisors left A••••• I••••••••• • A••••••• for L••••• K••• C•••••• M••••••••• C•••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Juan Antonio Landa | San Antonio, Tx | Jan 10, 2022 | Jan 7, 2022 |
| Norris Robert Mcclane | San Antonio, Tx | Jan 10, 2022 | Jan 7, 2022 |
| Pamela Janysek | San Antonio, Tx | Jan 10, 2022 | Jan 7, 2022 |
The rule
- Registrations ended
- Jan 10, 2022
- Registered next
- Jan 7, 2022
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape