DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Milin Patel | Houston, Tx | Jan 6, 2023 | Dec 15, 2023 |
| Carlos O. Diaz | The Woodlands, Tx | Jan 18, 2023 | Jan 31, 2023 |
| John Patrick Hanna | Houston, Tx | Jan 31, 2023 | Feb 24, 2023 |
The rule
- Registrations ended
- Jan 6, 2023 to Jan 31, 2023
- Registered next
- Jan 31, 2023 to Dec 15, 2023
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 13,861 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape