DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christen Riley Mitchell | San Antonio, Tx | Jul 8, 2019 | Jun 28, 2019 |
| Jacob Daniel Wilson | Frisco, Tx | Jul 8, 2019 | Jun 28, 2019 |
| Robert Vernon Riley | Frisco, Tx | Jul 8, 2019 | Jun 28, 2019 |
The rule
- Registrations ended
- Jul 8, 2019
- Registered next
- Jun 28, 2019
- Branch state
- TX
- Cities
- 2, most in Frisco, Tx
- Registered there that day
- 14,352 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape