DFX Intelligence
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Team lift-out
2 advisors left E••••••• C•••••• A•••••••• L•• for B••••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 19, 2022
- Registered next
- Apr 18, 2022
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 10%
- Succession by the destination
- none on the tape