DFX Intelligence
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Team lift-out
2 advisors left P••• A••••••• I••••••••• A•••••••• I••• for D•• W••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Oct 11, 2022
- Registered next
- Apr 21, 2023
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape