DFX Intelligence
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Team lift-out
2 advisors left L••••• W••••• M••••••••• for I•••••••• A•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathleen Marie Williams-Price | Lubbock, Tx | Sep 17, 2018 | Sep 17, 2018 |
| Charles Garrett Morgan | Lubbock, Tx | Sep 24, 2018 | Sep 24, 2018 |
The rule
- Registrations ended
- Sep 17, 2018 to Sep 24, 2018
- Registered next
- Sep 17, 2018 to Sep 24, 2018
- Branch state
- TX
- Cities
- 1, most in Lubbock, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape