DFX Intelligence
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Team lift-out
2 advisors left T•• P•••••• G•••• for P•••••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Corey F Scott | Fort Worth, Tx | Oct 1, 2019 | Aug 30, 2019 |
| Timothy Ochoa Hatcher | Fort Worth, Tx | Oct 2, 2019 | Aug 30, 2019 |
The rule
- Registrations ended
- Oct 1, 2019 to Oct 2, 2019
- Registered next
- Aug 30, 2019
- Branch state
- TX
- Cities
- 1, most in Fort Worth, 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