DFX Intelligence
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Team lift-out
2 advisors left A••••• A•• P••••••• S••••••• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephen Leo Legare | Frisco, Tx | Apr 24, 2020 | Apr 27, 2020 |
| Sanjeev Sunder | Frisco, Tx | Apr 27, 2020 | May 14, 2020 |
The rule
- Registrations ended
- Apr 24, 2020 to Apr 27, 2020
- Registered next
- Apr 27, 2020 to May 14, 2020
- Branch state
- TX
- Cities
- 1, most in Frisco, Tx
- Registered there that day
- 1,294 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape