DFX Intelligence
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Team lift-out
2 advisors left P•• W••••• M••••••••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Omar Hernandez | San Antonio, Tx | Feb 28, 2025 | Feb 27, 2025 |
| Jared Drake George | Fort Worth, Tx | Mar 3, 2025 | Feb 28, 2025 |
The rule
- Registrations ended
- Feb 28, 2025 to Mar 3, 2025
- Registered next
- Feb 27, 2025 to Feb 28, 2025
- Branch state
- TX
- Cities
- 2, most in San Antonio, Tx
- Registered there that day
- 987 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape