DFX Intelligence
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Team lift-out
3 advisors left A••••• I••••••••• • A••••••• for I••• W••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allison Kristine Mckibbon | Houston, Tx | Jun 23, 2020 | Jun 19, 2020 |
| Brooks Harper Mcgee | Houston, Tx | Jun 23, 2020 | Jun 19, 2020 |
| James Alan Pavlik | Houston, Tx | Jun 23, 2020 | Jun 19, 2020 |
The rule
- Registrations ended
- Jun 23, 2020
- Registered next
- Jun 19, 2020
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 26 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape