DFX Intelligence
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Team lift-out
2 advisors left R••••••••• C••••••••• S•••••••• I••• for P•• S••••••• C•••••• M••••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Martin Katrein | Addison, Tx | Mar 31, 2018 | Jan 2, 2018 |
| Michael David Katrein | Addison, Tx | Mar 31, 2018 | Jan 2, 2018 |
The rule
- Registrations ended
- Mar 31, 2018
- Registered next
- Jan 2, 2018
- Branch state
- TX
- Cities
- 1, most in Addison, 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