DFX Intelligence
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Team lift-out
2 advisors left C••• H••••••• C•••••• for C•••••• A•••• M••••••••• L••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Richard Silverman | Dallas, Tx | Nov 11, 2019 | Feb 20, 2025 |
| Tyler Shane Bethea | Dallas, Tx | Nov 11, 2019 | Feb 19, 2025 |
The rule
- Registrations ended
- Nov 11, 2019
- Registered next
- Feb 19, 2025 to Feb 20, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape