DFX Intelligence
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Team lift-out
2 advisors left S•••••• W••••• S••••••••• L•• for M••••••• A••••••• G••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Warren Bane | Houston, Tx | Apr 20, 2016 | Apr 15, 2016 |
| John William Osborn | Houston, Tx | Apr 21, 2016 | Apr 29, 2016 |
The rule
- Registrations ended
- Apr 20, 2016 to Apr 21, 2016
- Registered next
- Apr 15, 2016 to Apr 29, 2016
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape