DFX Intelligence
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Team lift-out
2 advisors left S•••• M•••• G••••• L•• for P••• G•••• F••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jamie Louise Kaestner | Eastland, Tx | Oct 27, 2020 | Sep 3, 2019 |
| Steven Douglas Kaestner | Eastland, Tx | Oct 27, 2020 | Sep 3, 2019 |
The rule
- Registrations ended
- Oct 27, 2020
- Registered next
- Sep 3, 2019
- Branch state
- TX
- Cities
- 1, most in Eastland, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape