DFX Intelligence
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Team lift-out
2 advisors left B•••••••• L•• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Hughes Susanin | Dallas, Tx | Dec 31, 2017 | Oct 2, 2013 |
| James Edward Wilterdink | Dallas, Tx | Dec 31, 2017 | May 2, 2018 |
The rule
- Registrations ended
- Dec 31, 2017
- Registered next
- Oct 2, 2013 to May 2, 2018
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape