DFX Intelligence
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Team lift-out
2 advisors left I••••• F•••••••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Don Peace | Houston, Tx | Mar 4, 2025 | Dec 1, 2023 |
| Kevin Lee Sherman | Houston, Tx | Mar 4, 2025 | Dec 15, 2023 |
The rule
- Registrations ended
- Mar 4, 2025
- Registered next
- Dec 1, 2023 to Dec 15, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 36 (people still on IAPD; an estimate)
- Share of that headcount
- 5.6%
- Succession by the destination
- none on the tape