DFX Intelligence
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Team lift-out
2 advisors left A••••••• W••••• A••••••• for T•• W••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alma Leticia Villarreal | Harlingen, Tx | Dec 10, 2019 | Dec 3, 2021 |
| Eduardo Enrique Caso | Harlingen, Tx | Dec 10, 2019 | Dec 6, 2021 |
The rule
- Registrations ended
- Dec 10, 2019
- Registered next
- Dec 3, 2021 to Dec 6, 2021
- Branch state
- TX
- Cities
- 1, most in Harlingen, Tx
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape