DFX Intelligence
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Team lift-out
3 advisors left O••••••••• • C•• I••• for C•••• M••••• I••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Lee Haworth | Dallas, Tx | Sep 14, 2018 | Sep 10, 2018 |
| Priya N Intwala | Dallas, Tx | Sep 14, 2018 | Sep 11, 2018 |
| Robin Lott | Dallas, Tx | Sep 14, 2018 | Sep 11, 2018 |
The rule
- Registrations ended
- Sep 14, 2018
- Registered next
- Sep 10, 2018 to Sep 11, 2018
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 867 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape