DFX Intelligence
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Team lift-out
2 advisors left C••••••••• C•••••• L•• for R•••••••• S•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annelise Bovet | Houston, Tx | Feb 2, 2021 | Jan 29, 2021 |
| Christopher Lykes Knapp | Houston, Tx | Feb 2, 2021 | Jan 29, 2021 |
The rule
- Registrations ended
- Feb 2, 2021
- Registered next
- Jan 29, 2021
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape