DFX Intelligence
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Team lift-out
2 advisors left I••••• F•••••••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Andrew Zientek | Houston, Tx | Sep 22, 2020 | Jul 27, 2021 |
| Terry Lee Whitney | Houston, Tx | Sep 30, 2020 | Sep 30, 2020 |
The rule
- Registrations ended
- Sep 22, 2020 to Sep 30, 2020
- Registered next
- Sep 30, 2020 to Jul 27, 2021
- Branch state
- TX
- Cities
- 2, most in Kingswood, Tx
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- Succession by the destination
- none on the tape