DFX Intelligence
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Team lift-out
3 advisors left L•••• F••• A••••••• S••••••• for A•••••• R••••••• C••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian W Krukiel | Dallas, Tx | Sep 14, 2018 | Jul 26, 2018 |
| Samuel Elliot Rodriguez | Dallas, Tx | Sep 14, 2018 | Jul 26, 2018 |
| Travis Bryan Floyd | Southlake, Tx | Sep 14, 2018 | Jul 26, 2018 |
The rule
- Registrations ended
- Sep 14, 2018
- Registered next
- Jul 26, 2018
- Branch state
- TX
- Cities
- 2, most in Dallas, Tx
- Registered there that day
- 107 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape