DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for R••••••••• F•••••••• G••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clark Calvin Shofner | Beaumont, Tx | Dec 9, 2022 | Oct 26, 2022 |
| Erik Otha Morgan | Beaumont, Tx | Dec 9, 2022 | Oct 26, 2022 |
The rule
- Registrations ended
- Dec 9, 2022
- Registered next
- Oct 26, 2022
- Branch state
- TX
- Cities
- 1, most in Beaumont, Tx
- Registered there that day
- 400 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape