DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeff Malcolm Davis | Dallas, Tx | May 11, 2020 | May 8, 2020 |
| Monica Ann Smith | Dallas, Tx | May 12, 2020 | May 8, 2020 |
The rule
- Registrations ended
- May 11, 2020 to May 12, 2020
- Registered next
- May 8, 2020
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 15,522 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape