DFX Intelligence
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Team lift-out
2 advisors left A••••• I••••••••• • A••••••• for E••••• R••• P•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Heaston Lewis | Houston, Tx | Jan 6, 2022 | Jan 3, 2022 |
| Stefan Friederich Grater | San Antonio, Tx | Jan 6, 2022 | Sep 23, 2021 |
The rule
- Registrations ended
- Jan 6, 2022
- Registered next
- Sep 23, 2021 to Jan 3, 2022
- Branch state
- TX
- Cities
- 2, most in San Antonio, Tx
- Registered there that day
- 23 (people still on IAPD; an estimate)
- Share of that headcount
- 8.7%
- Succession by the destination
- none on the tape