DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Emerson Shuford | Fort Worth, Tx | Feb 20, 2024 | Feb 16, 2024 |
| Andrew N Henk | Dallas, Tx | Feb 20, 2024 | Feb 16, 2024 |
| James Dellard Stanford | Ft Worth, Tx | Feb 20, 2024 | Feb 16, 2024 |
| Kristen George Henk | Fort Worth, Tx | Feb 20, 2024 | Feb 16, 2024 |
| Bobbie Lee Bostick | Austin, Tx | Feb 27, 2024 | Feb 23, 2024 |
| Wayne Douglas Rogers | Bee Cave, Tx | Feb 27, 2024 | Feb 23, 2024 |
The rule
- Registrations ended
- Feb 20, 2024 to Feb 27, 2024
- Registered next
- Feb 16, 2024 to Feb 23, 2024
- Branch state
- TX
- Cities
- 5, most in Fort Worth, Tx
- Registered there that day
- 13,689 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape