DFX Intelligence
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Team lift-out
2 advisors left L•••• F••• A••••••• S••••••• for I••••••••• A•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Keith Haugen | Dallas, Tx | Apr 5, 2018 | Apr 9, 2018 |
| Nicholas Guy Wiedrich | Dallas, Tx | Apr 5, 2018 | Apr 9, 2018 |
The rule
- Registrations ended
- Apr 5, 2018
- Registered next
- Apr 9, 2018
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 118 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape