DFX Intelligence
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Team lift-out
3 advisors left E•••• A••••••••• L•• for S••••••••• W••••• M••••••••• I•••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Ann Mcgrath | Austin, Tx | Jan 3, 2018 | Jan 19, 2018 |
| Nicholas Alexander Munoz | Austin, Tx | Jan 3, 2018 | Jan 2, 2018 |
| Tracey Kulpa Brenneise | Austin, Tx | Jan 3, 2018 | Jan 3, 2018 |
The rule
- Registrations ended
- Jan 3, 2018
- Registered next
- Jan 2, 2018 to Jan 19, 2018
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 43%
- Succession by the destination
- none on the tape