DFX Intelligence
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Team lift-out
2 advisors left A•••••• R••••••• C•••••• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Gail Legate | Frisco, Tx | Jan 11, 2019 | Jan 11, 2019 |
| Lawrence David Silverman | Frisco, Tx | Jan 11, 2019 | Jan 11, 2019 |
The rule
- Registrations ended
- Jan 11, 2019
- Registered next
- Jan 11, 2019
- Branch state
- TX
- Cities
- 1, most in Frisco, Tx
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape