DFX Intelligence
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Team lift-out
2 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for S••••••••• I•••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Patton Webb | Conroe, Tx | Dec 21, 2023 | Dec 11, 2023 |
| Michael Daniel Saenz | Schulenburg, Tx | Dec 21, 2023 | Dec 8, 2023 |
The rule
- Registrations ended
- Dec 21, 2023
- Registered next
- Dec 8, 2023 to Dec 11, 2023
- Branch state
- TX
- Cities
- 2, most in Bay City, Tx
- Registered there that day
- 293 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape