DFX Intelligence
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Team lift-out
2 advisors left P••••••••• I•• for T•• M••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Earl Riley | Houston, Tx | Sep 8, 2020 | Sep 14, 2020 |
| Nathan Luke | Houston, Tx | Sep 8, 2020 | Sep 14, 2020 |
The rule
- Registrations ended
- Sep 8, 2020
- Registered next
- Sep 14, 2020
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape