DFX Intelligence
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Team lift-out
2 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for T•••••• W••••• M••••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Straub | Bay City, Tx | Apr 28, 2023 | Jul 18, 2023 |
| Marvin Wayne Farrar | Bay City, Tx | Apr 28, 2023 | Jul 24, 2023 |
The rule
- Registrations ended
- Apr 28, 2023
- Registered next
- Jul 18, 2023 to Jul 24, 2023
- Branch state
- TX
- Cities
- 1, most in Bay City, Tx
- Registered there that day
- 289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape