DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left W•••• F•••• A••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Cathy C LokHouston, TxJun 9, 2023Jun 2, 2023
Ignatius Sun Ting LiuHouston, TxJun 9, 2023Jun 2, 2023
The rule
Registrations ended
Jun 9, 2023
Registered next
Jun 2, 2023
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
13,727 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into U•• F•••••••• S••••••• I•••