DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• P••••••• for E•••••••• F•••••••• P•••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rosa Helena Ybarra | Mcallen, Tx | Dec 31, 2019 | Oct 29, 2019 |
| Sergio Garcia | Mcallen, Tx | Dec 31, 2019 | Oct 23, 2019 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Oct 23, 2019 to Oct 29, 2019
- Branch state
- TX
- Cities
- 1, most in Mcallen, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape