DFX Intelligence
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Team lift-out
2 advisors left S•••••••• F•••••••• G••••• L•• for A•••••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jarrod Paul Null | Nacogdoches, Tx | Dec 7, 2021 | Jul 19, 2021 |
| Patrick Joseph Wehrly | Spring, Tx | Dec 7, 2021 | Jul 21, 2021 |
The rule
- Registrations ended
- Dec 7, 2021
- Registered next
- Jul 19, 2021 to Jul 21, 2021
- Branch state
- TX
- Cities
- 2, most in Nacogdoches, Tx
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape