DFX Intelligence
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Team lift-out
3 advisors left N•••••••• A•••• M••••••••• for W••••••••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cathryn Grange | Austin, Tx | Oct 31, 2023 | Aug 11, 2023 |
| Hal Bleckley Dobbs | Austin, Tx | Oct 31, 2023 | Aug 11, 2023 |
| Megan Kelly Poore | Austin, Tx | Oct 31, 2023 | Aug 11, 2023 |
The rule
- Registrations ended
- Oct 31, 2023
- Registered next
- Aug 11, 2023
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 51 (people still on IAPD; an estimate)
- Share of that headcount
- 5.9%
- Succession by the destination
- none on the tape