DFX Intelligence
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Team lift-out
2 advisors left S•••••• A•••••••• L••• for H•••••••• P•••••• C•••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Cisneros Ruch | Dallas, Tx | Nov 18, 2022 | Aug 11, 2017 |
| William Robinson Wagner | Dallas, Tx | Nov 18, 2022 | Aug 11, 2017 |
The rule
- Registrations ended
- Nov 18, 2022
- Registered next
- Aug 11, 2017
- Branch state
- TX
- Cities
- 1, most in Dallas, 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