DFX Intelligence
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Team lift-out
2 advisors left R•• A••••••• for R•• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Edward Levee | Round Rock, Tx | Jul 20, 2023 | Feb 15, 2023 |
| Christopher Kingsley Larochelle | Round Rock, Tx | Jul 28, 2023 | Feb 22, 2023 |
The rule
- Registrations ended
- Jul 20, 2023 to Jul 28, 2023
- Registered next
- Feb 15, 2023 to Feb 22, 2023
- Branch state
- TX
- Cities
- 1, most in Round Rock, Tx
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape