DFX Intelligence
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Team lift-out
2 advisors left 1• F•••••••• for E•••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Claudia Valladares | Lufkin, Tx | Dec 31, 2024 | Jun 27, 2022 |
| Taylor J Kovar | Lufkin, Tx | Dec 31, 2024 | Jun 28, 2022 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Jun 27, 2022 to Jun 28, 2022
- Branch state
- TX
- Cities
- 1, most in Lufkin, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape