DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S• H••••• F•••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel P King | San Antonio, Tx | Oct 7, 2024 | May 31, 2023 |
| Samuel James Haager | San Antonio, Tx | Oct 15, 2024 | Sep 9, 2024 |
The rule
- Registrations ended
- Oct 7, 2024 to Oct 15, 2024
- Registered next
- May 31, 2023 to Sep 9, 2024
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 5,616 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape