DFX Intelligence
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Team lift-out
2 advisors left S••••••••• W••••• M••••••••• I••• for I•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Alexander Munoz | Cedar Park, Tx | Mar 23, 2022 | Jan 15, 2020 |
| Tracey Kulpa Brenneise | Corpus Christi, Tx | Mar 23, 2022 | Jun 18, 2020 |
The rule
- Registrations ended
- Mar 23, 2022
- Registered next
- Jan 15, 2020 to Jun 18, 2020
- Branch state
- TX
- Cities
- 2, most in Cedar Park, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape