DFX Intelligence
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Team lift-out
2 advisors left E••••••••• F•••••• L•• for F•••••••• T•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gina Elizabeth Valorz | San Antonio, Tx | Mar 14, 2025 | Mar 31, 2025 |
| Steven Bankler | San Antonio, Tx | Mar 14, 2025 | Mar 31, 2025 |
The rule
- Registrations ended
- Mar 14, 2025
- Registered next
- Mar 31, 2025
- Branch state
- TX
- Cities
- 1, most in San Antonio, 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