DFX Intelligence
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Team lift-out
5 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abraham Martinez | San Antonio, Tx | Jun 12, 2024 | Jul 24, 2024 |
| Samuel Andrew Pleasant-Cress | Dallas, Tx | Jun 19, 2024 | Jul 1, 2024 |
| Andres Eduardo Martinez | Westlake, Tx | Jul 1, 2024 | Jul 24, 2024 |
| Zachary Roberts | Westlake, Tx | Jul 1, 2024 | Jul 23, 2024 |
| Keaton Graham Anderson | Westlake, Tx | Jul 9, 2024 | Aug 12, 2024 |
The rule
- Registrations ended
- Jun 12, 2024 to Jul 9, 2024
- Registered next
- Jul 1, 2024 to Aug 12, 2024
- Branch state
- TX
- Cities
- 3, most in Westlake, Tx
- Registered there that day
- 13,928 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape