DFX Intelligence
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Team lift-out
2 advisors left L••• P•••• W••••• M••••••••• L•• for O•••••• F••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chris R Massenburg | Heath, Tx | Jun 14, 2019 | May 29, 2019 |
| Jonathan Kent Lawton | Fort Worth, Tx | Jun 14, 2019 | May 29, 2019 |
The rule
- Registrations ended
- Jun 14, 2019
- Registered next
- May 29, 2019
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape