DFX Intelligence
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Team lift-out
2 advisors left O••••• A•••• M••••••••• L•• for D••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Gerard Palumbo | Mcallen, Tx | May 9, 2018 | Mar 13, 2018 |
| Scott Allen Rader | Bulverde, Tx | May 9, 2018 | Mar 21, 2018 |
The rule
- Registrations ended
- May 9, 2018
- Registered next
- Mar 13, 2018 to Mar 21, 2018
- Branch state
- TX
- Cities
- 2, most in Mcallen, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape