DFX Intelligence
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Team lift-out
2 advisors left E•••• F•••••••• A•••••••• L•• for C•••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew C Brace | Frisco, Tx | Jan 4, 2019 | Jan 1, 2025 |
| Christopher Orval Brace | Frisco, Tx | Jan 4, 2019 | Jan 1, 2025 |
The rule
- Registrations ended
- Jan 4, 2019
- Registered next
- Jan 1, 2025
- Branch state
- TX
- Cities
- 1, most in Frisco, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape