DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for C•••••• S••••• • C••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelly Christine Edwards | Fort Worth, Tx | May 5, 2021 | Nov 26, 2021 |
| Beatriz Gomez | Fort Worth, Tx | May 6, 2021 | May 12, 2021 |
| Juan Pablo Ramos | Fort Worth, Tx | May 6, 2021 | Jan 22, 2025 |
The rule
- Registrations ended
- May 5, 2021 to May 6, 2021
- Registered next
- May 12, 2021 to Jan 22, 2025
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 14,213 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape