DFX Intelligence
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Team lift-out
2 advisors left A•••• G••••• A•••••••• L•• for C•••• C•••••• P•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Conner Ryan Combs | Houston, Tx | Sep 30, 2020 | Sep 16, 2020 |
| Patrick Dennis Combs | Southlake, Tx | Sep 30, 2020 | Sep 17, 2020 |
The rule
- Registrations ended
- Sep 30, 2020
- Registered next
- Sep 16, 2020 to Sep 17, 2020
- Branch state
- TX
- Cities
- 2, most in Southlake, Tx
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape