DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Palmer | Westlake, Tx | Aug 19, 2022 | Sep 14, 2022 |
| Sean Matthew Coplen | Westlake, Tx | Sep 1, 2022 | Nov 10, 2022 |
The rule
- Registrations ended
- Aug 19, 2022 to Sep 1, 2022
- Registered next
- Sep 14, 2022 to Nov 10, 2022
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 10,180 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape