DFX Intelligence
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Team lift-out
2 advisors left R••••••••• P••••••• O• A•••••• for W•••• A•••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Anthony Dowdall | Plano, Tx | Feb 18, 2021 | Feb 5, 2021 |
| Philip Joseph Floyd | Coppell, Tx | Feb 18, 2021 | Feb 5, 2021 |
The rule
- Registrations ended
- Feb 18, 2021
- Registered next
- Feb 5, 2021
- Branch state
- TX
- Cities
- 2, most in Coppell, Tx
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- a succession within a year (Jul 30, 2021), not necessarily this firm