DFX Intelligence
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Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for T•••••• P•••• A•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Greg Re | Austin, Tx | May 17, 2018 | Jun 25, 2019 |
| Traci Leigh Saxon | Austin, Tx | May 30, 2018 | May 15, 2018 |
The rule
- Registrations ended
- May 17, 2018 to May 30, 2018
- Registered next
- May 15, 2018 to Jun 25, 2019
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 882 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape