DFX Intelligence
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Team lift-out
2 advisors left H••••••••• G•••• E••••• • R••••••••• S••••••••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 1, 2024
- Registered next
- Nov 1, 2024 to Nov 4, 2024
- Branch state
- TX
- Cities
- 2, most in Hurst, 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