DFX Intelligence
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Team lift-out
2 advisors left W••••••• W••••• M••••••••• L••••• for O•••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David C Michalk | The Woodlands, Tx | Apr 15, 2024 | Mar 7, 2024 |
| Michael Thomas Parrott | The Woodlands, Tx | Apr 15, 2024 | Mar 7, 2024 |
The rule
- Registrations ended
- Apr 15, 2024
- Registered next
- Mar 7, 2024
- Branch state
- TX
- Cities
- 1, most in The Woodlands, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape