DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Fowler | Westlake, Tx | May 1, 2024 | Oct 9, 2024 |
| Sarah Madison Smith | Westlake, Tx | May 1, 2024 | May 23, 2024 |
The rule
- Registrations ended
- May 1, 2024
- Registered next
- May 23, 2024 to Oct 9, 2024
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 13,645 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape