DFX Intelligence
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Team lift-out
2 advisors left I••••••••• W••••• S••••••••• L•• for R•• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anita Lynne Wiggins | Austin, Tx | Mar 21, 2023 | Nov 1, 2021 |
| Richard Aaron Lewins | Austin, Tx | Mar 21, 2023 | Nov 2, 2021 |
The rule
- Registrations ended
- Mar 21, 2023
- Registered next
- Nov 1, 2021 to Nov 2, 2021
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape