DFX Intelligence
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Team lift-out
2 advisors left G•••• C•••••• M••••••••• L•• for G••••• A••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David James Lloyd | Austin, Tx | Oct 1, 2020 | Jul 29, 2020 |
| Timothy J Rigsby | Austin, Tx | Oct 1, 2020 | Jul 29, 2020 |
The rule
- Registrations ended
- Oct 1, 2020
- Registered next
- Jul 29, 2020
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape