DFX Intelligence
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Team lift-out
3 advisors left L••• S••••• A•••••••• L•• for V•••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carolyn Jane Smith | Dallas, Tx | Jan 9, 2023 | Jan 9, 2023 |
| Robert Rowland Blount | Austin, Tx | Jan 9, 2023 | Jan 9, 2023 |
| Todd Sheppard Healy | Dallas, Tx | Jan 9, 2023 | Jan 9, 2023 |
The rule
- Registrations ended
- Jan 9, 2023
- Registered next
- Jan 9, 2023
- Branch state
- TX
- Cities
- 2, most in Dallas, Tx
- Registered there that day
- 122 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape