DFX Intelligence
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Team lift-out
3 advisors left E••••• J•••• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luke Trahan | Dallas, Tx | Mar 3, 2023 | Mar 27, 2023 |
| Nicholas Alexander Lalonde | Dallas, Tx | Mar 6, 2023 | Mar 3, 2023 |
| Adam Lee Weber | Austin, Tx | Mar 20, 2023 | Mar 17, 2023 |
The rule
- Registrations ended
- Mar 3, 2023 to Mar 20, 2023
- Registered next
- Mar 3, 2023 to Mar 27, 2023
- Branch state
- TX
- Cities
- 2, most in Dallas, Tx
- Registered there that day
- 18,977 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape