DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Lane Knox | Longview, Tx | Apr 20, 2023 | Mar 31, 2023 |
| William Yngve Rice | Longview, Tx | Apr 21, 2023 | Mar 31, 2023 |
| William Yngve Rice | Longview, Tx | Apr 25, 2023 | Mar 31, 2023 |
The rule
- Registrations ended
- Apr 20, 2023 to Apr 25, 2023
- Registered next
- Mar 31, 2023
- Branch state
- TX
- Cities
- 1, most in Longview, Tx
- Registered there that day
- 5,427 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape