DFX Intelligence
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Team lift-out
2 advisors left L•••• F••• A••••••• S••••••• for A•••• P•••••• A•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy James Sorenson | Dallas, Tx | Oct 2, 2018 | Aug 20, 2018 |
| Todd Robert Dathe | Dallas, Tx | Oct 2, 2018 | Aug 20, 2018 |
The rule
- Registrations ended
- Oct 2, 2018
- Registered next
- Aug 20, 2018
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 105 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape