DFX Intelligence
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Team lift-out
3 advisors left A• W••••• M••••••••• L•• for F••••••••• I••••••••• A••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Coby David Culpepper | League City, Tx | Jun 21, 2023 | Jul 6, 2023 |
| Summer Anne Roberts | League City, Tx | Jun 21, 2023 | Jun 22, 2023 |
| Wyatt Broome | League City, Tx | Jun 21, 2023 | Jun 27, 2023 |
The rule
- Registrations ended
- Jun 21, 2023
- Registered next
- Jun 22, 2023 to Jul 6, 2023
- Branch state
- TX
- Cities
- 1, most in League City, Tx
- Registered there that day
- 400 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape