DFX Intelligence
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Team lift-out
2 advisors left F•• F•••••••• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 1, 2022
- Registered next
- Jun 14, 2022
- Branch state
- TX
- Cities
- 1, most in Midland, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape