DFX Intelligence
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Team lift-out
2 advisors left R•••••••• A••••••• S•••••••• L••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alisha Renee Rosenthal | Fort Worth, Tx | Feb 16, 2022 | Nov 29, 2017 |
| Stewart Bruce Leafblad | Fort Worth, Tx | Feb 16, 2022 | Nov 29, 2017 |
The rule
- Registrations ended
- Feb 16, 2022
- Registered next
- Nov 29, 2017
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape