DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A••••••• for S••••• I••••••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bart Andrew Newman | Dallas, Tx | Oct 12, 2019 | Jan 16, 2020 |
| Clark David Dearmond | Dallas, Tx | Oct 12, 2019 | Jul 2, 2025 |
The rule
- Registrations ended
- Oct 12, 2019
- Registered next
- Jan 16, 2020 to Jul 2, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape