DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa Maier | Houston, Tx | May 15, 2023 | May 12, 2023 |
| Paul William Keehn | The Woodlands, Tx | May 22, 2023 | May 19, 2023 |
The rule
- Registrations ended
- May 15, 2023 to May 22, 2023
- Registered next
- May 12, 2023 to May 19, 2023
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 19,127 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape