DFX Intelligence
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Team lift-out
2 advisors left L•••••••• P••••••• S••••••••• L•• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon Paul Pattinson | Frisco, Tx | Aug 5, 2019 | Oct 31, 2017 |
| Nicole Christine Louvar | Houston, Tx | Aug 5, 2019 | Jul 16, 2019 |
The rule
- Registrations ended
- Aug 5, 2019
- Registered next
- Oct 31, 2017 to Jul 16, 2019
- Branch state
- TX
- Cities
- 2, most in Frisco, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape