DFX Intelligence
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Team lift-out
2 advisors left I••••• A••••••• G•••• L•• for I••••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ernest Kelly Young | Shreveport, La | Dec 9, 2021 | Nov 12, 2021 |
| Julie Lynn Boswell | Shreveport, La | Dec 9, 2021 | Nov 15, 2021 |
The rule
- Registrations ended
- Dec 9, 2021
- Registered next
- Nov 12, 2021 to Nov 15, 2021
- Branch state
- LA
- Cities
- 1, most in Shreveport, La
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- a succession within a year (Oct 13, 2021), not necessarily this firm