DFX Intelligence
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Team lift-out
3 advisors left W•• W••••• A••••••• for S•••••••• F•••••••• C•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derek Jefferson Moffatt | Fort Worth, Tx | Mar 21, 2019 | Feb 5, 2019 |
| Roger Patrick Whitney | Fort Worth, Tx | Mar 21, 2019 | Feb 5, 2019 |
| Sean Paul Weaver | Fort Worth, Tx | Mar 21, 2019 | Feb 6, 2019 |
The rule
- Registrations ended
- Mar 21, 2019
- Registered next
- Feb 5, 2019 to Feb 6, 2019
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape