DFX Intelligence
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Team lift-out
5 advisors left S•• I••••••••• A•••••••• I••• for T•• C••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Alan Leinart | Plano, Tx | Dec 31, 2024 | Dec 11, 2024 |
| Stephanie Elaine Williams | Plano, Tx | Dec 31, 2024 | Nov 12, 2024 |
| Bobby Glenn James | Plano, Tx | Jan 2, 2025 | Nov 15, 2024 |
| Joshua Ryan Dunham | Plano, Tx | Jan 2, 2025 | Nov 12, 2024 |
| Michael David Crawford | Plano, Tx | Jan 2, 2025 | Nov 12, 2024 |
The rule
- Registrations ended
- Dec 31, 2024 to Jan 2, 2025
- Registered next
- Nov 12, 2024 to Dec 11, 2024
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 62 (people still on IAPD; an estimate)
- Share of that headcount
- 8.1%
- Succession by the destination
- none on the tape