DFX Intelligence
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Team lift-out
2 advisors left I••••••••• A••••• I••••••••• M••••••••• L•• for I••••••••• F•••••••• G••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Merritt Epstein | Rockwall T, Tx | Jun 30, 2023 | Jun 8, 2023 |
| Michael David Kolacz | Rockwall, Tx | Jun 30, 2023 | Jun 9, 2023 |
The rule
- Registrations ended
- Jun 30, 2023
- Registered next
- Jun 8, 2023 to Jun 9, 2023
- Branch state
- TX
- Cities
- 2, most in Rockwall, Tx
- Registered there that day
- 106 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape