DFX Intelligence
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Team lift-out
2 advisors left V•••• F•••••••• A•••••••• L•• for C•••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laura Dianne Cordell | Richardson, Tx | May 24, 2018 | Jun 6, 2018 |
| Melissa Ann Brennan | Richardson, Tx | May 24, 2018 | Jul 19, 2018 |
The rule
- Registrations ended
- May 24, 2018
- Registered next
- Jun 6, 2018 to Jul 19, 2018
- Branch state
- TX
- Cities
- 1, most in Richardson, 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