DFX Intelligence
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Team lift-out
2 advisors left S••••••••• W••••• for F••••••••• I••••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 12, 2021
- Registered next
- Apr 13, 2021 to May 19, 2021
- Branch state
- LA
- Cities
- 2, most in Lafayette, La
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape