DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Jared Matthew Carlin | Friendswood, Tx | Aug 16, 2023 | Aug 16, 2023 |
| Matthew Carlin | Friendswood, Tx | Aug 16, 2023 | Aug 17, 2023 |
The rule
- Registrations ended
- Aug 16, 2023
- Registered next
- Aug 16, 2023 to Aug 17, 2023
- Branch state
- TX
- Cities
- 1, most in Friendswood, Tx
- Registered there that day
- 403 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape