DFX Intelligence
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Team lift-out
2 advisors left B••••••• C•••••• M••••••••• L•• for P••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clark Burton Davis | Austin, Tx | Jun 5, 2023 | Jun 16, 2023 |
| Jay Owen Brainard | Austin, Tx | Jun 5, 2023 | Jun 16, 2023 |
The rule
- Registrations ended
- Jun 5, 2023
- Registered next
- Jun 16, 2023
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape