DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S•••••• F•••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Howard William Montfort | Dallas, Tx | Apr 6, 2022 | Dec 6, 2021 |
| Scott Stephen Scherer | Dallas, Tx | Apr 6, 2022 | Dec 6, 2021 |
The rule
- Registrations ended
- Apr 6, 2022
- Registered next
- Dec 6, 2021
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 5,092 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape