DFX Intelligence
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Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for L••• S••••• A•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carolyn Jane Smith | Dallas, Tx | Sep 10, 2019 | Sep 9, 2019 |
| Todd Sheppard Healy | Dallas, Tx | Sep 10, 2019 | Sep 9, 2019 |
The rule
- Registrations ended
- Sep 10, 2019
- Registered next
- Sep 9, 2019
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 923 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape