DFX Intelligence
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Team lift-out
2 advisors left S•••••• L•• for W••••• M••••••••• I••••••••• A•••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2017
- Registered next
- Feb 3, 2017 to Jan 10, 2018
- Branch state
- TX
- Cities
- 1, most in Spring, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape