DFX Intelligence
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Team lift-out
2 advisors left P••••••• A•••• M••••••••• L•• for O••••••• A••••••• S••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Britton Nathanial Ouellette | San Antonio, Tx | Dec 31, 2019 | Nov 4, 2019 |
| Kevin Dean Moss | Arlington, Tx | Dec 31, 2019 | May 17, 2019 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- May 17, 2019 to Nov 4, 2019
- Branch state
- TX
- Cities
- 2, most in Arlington, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape