DFX Intelligence
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Team lift-out
2 advisors left G•• I•••••••• for B•••••• C•••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Joseph Shahrestani | Houston, Tx | Oct 30, 2024 | Mar 1, 2024 |
| Guy Matthew Davis | Houston, Tx | Oct 30, 2024 | Mar 27, 2024 |
The rule
- Registrations ended
- Oct 30, 2024
- Registered next
- Mar 1, 2024 to Mar 27, 2024
- 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