DFX Intelligence
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Team lift-out
4 advisors left U••••• C•••••• F•••••••• A••••••• for F••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gary Lee Corderman | Irving, Tx | Oct 27, 2023 | Sep 25, 2023 |
| Jonathan A Doshier | Irving, Tx | Nov 3, 2023 | Oct 20, 2023 |
| Jonathon Lamb | Irving, Tx | Nov 3, 2023 | Oct 20, 2023 |
| Tyson R Lokke | Irving, Tx | Nov 3, 2023 | Oct 9, 2023 |
The rule
- Registrations ended
- Oct 27, 2023 to Nov 3, 2023
- Registered next
- Sep 25, 2023 to Oct 20, 2023
- Branch state
- TX
- Cities
- 1, most in Irving, Tx
- Registered there that day
- 223 (people still on IAPD; an estimate)
- Share of that headcount
- 1.8%
- Succession by the destination
- none on the tape