DFX Intelligence
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Team lift-out
2 advisors left U••••• C•••••• F•••••••• A••••••• for P•••• C•••••• F••••••••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Pilkerton | Houston, Tx | Oct 27, 2023 | Sep 27, 2023 |
| Joanne H Nguyen | Houston, Tx | Oct 27, 2023 | Sep 27, 2023 |
The rule
- Registrations ended
- Oct 27, 2023
- Registered next
- Sep 27, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 223 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape