DFX Intelligence
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Team lift-out
2 advisors left P•••••• 7• C•••••• for D•••••• L••• S••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Coleman Barry Goldsmith | Houston, Tx | Dec 9, 2022 | Apr 11, 2022 |
| Victoria Claire Sullivan | Houston, Tx | Dec 9, 2022 | Apr 11, 2022 |
The rule
- Registrations ended
- Dec 9, 2022
- Registered next
- Apr 11, 2022
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape