DFX Intelligence
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Team lift-out
2 advisors left G•••••••• W••••• M••••••••• L•• for P•••• N••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Michael Anderson | Houston, Tx | Aug 2, 2021 | Dec 7, 2023 |
| Wael Salam | Houston, Tx | Aug 2, 2021 | May 1, 2024 |
The rule
- Registrations ended
- Aug 2, 2021
- Registered next
- Dec 7, 2023 to May 1, 2024
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape