DFX Intelligence
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Team lift-out
2 advisors left B•••••• A•••• M••••••••• I••• for S••••• I••••••••• A••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arnoldo Porras | Houston, Tx | Aug 15, 2020 | Jul 28, 2020 |
| Oscar Luis Santaella | Houston, Tx | Aug 15, 2020 | Jul 22, 2020 |
The rule
- Registrations ended
- Aug 15, 2020
- Registered next
- Jul 22, 2020 to Jul 28, 2020
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape