DFX Intelligence
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Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Patrick Sheets | Cedar Park, Tx | Sep 9, 2022 | Sep 9, 2022 |
| Karina Ludwika Kopaniecka | Austin, Tx | Sep 9, 2022 | Sep 9, 2022 |
The rule
- Registrations ended
- Sep 9, 2022
- Registered next
- Sep 9, 2022
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 1,097 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape