DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shaliza Kara | Lewisville, Tx | Feb 11, 2025 | Feb 21, 2025 |
| Luis Pineda | Katy, Tx | Feb 24, 2025 | Feb 12, 2025 |
The rule
- Registrations ended
- Feb 11, 2025 to Feb 24, 2025
- Registered next
- Feb 12, 2025 to Feb 21, 2025
- Branch state
- TX
- Cities
- 2, most in Lewisville, Tx
- Registered there that day
- 21,855 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape