DFX Intelligence
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Team lift-out
2 advisors left B•••• T•••• W••••• M••••••••• L•• for S••••• M•••••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Scott Neven | Houston, Tx | Jul 19, 2023 | Jul 19, 2023 |
| Maryanna Elizabeth Braun | Houston, Tx | Jul 19, 2023 | Jul 19, 2023 |
The rule
- Registrations ended
- Jul 19, 2023
- Registered next
- Jul 19, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape