DFX Intelligence
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Team lift-out
2 advisors left I••••••• S••••••••• L•• for W••••••• C••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark J Mcadams | Austin, Tx | Dec 18, 2023 | Aug 4, 2023 |
| Steven Harris Livitz | Austin, Tx | Dec 18, 2023 | Aug 4, 2023 |
The rule
- Registrations ended
- Dec 18, 2023
- Registered next
- Aug 4, 2023
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape