DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Agnes Carolyn Medina | Plano, Tx | Aug 31, 2023 | Sep 7, 2023 |
| Thiensa T. Nguyen | Plano, Tx | Sep 11, 2023 | Sep 19, 2023 |
The rule
- Registrations ended
- Aug 31, 2023 to Sep 11, 2023
- Registered next
- Sep 7, 2023 to Sep 19, 2023
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 950 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape