DFX Intelligence
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Team lift-out
2 advisors left F•••• C•••••• A••••••• S••••••• for L•• E••••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Joseph Caulfield | Flower Mound, Tx | Oct 1, 2024 | Oct 18, 2024 |
| Katrina Larisa Peck | Fort Worth, Tx | Oct 3, 2024 | Nov 18, 2024 |
The rule
- Registrations ended
- Oct 1, 2024 to Oct 3, 2024
- Registered next
- Oct 18, 2024 to Nov 18, 2024
- Branch state
- TX
- Cities
- 2, most in Flower Mound, Tx
- Registered there that day
- 779 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape