DFX Intelligence
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Team lift-out
2 advisors left A••••• A•• P••••••• S••••••• for S•••••••• A••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 31, 2025
- Registered next
- May 12, 2025 to May 22, 2026
- Branch state
- TX
- Cities
- 1, most in Frisco, Tx
- Registered there that day
- 1,444 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape