DFX Intelligence
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Team lift-out
2 advisors left E••••• I••••••••• L•• for E••••• A•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Derrick Boyd Smith | Houston, Tx | Dec 18, 2023 | Jun 15, 2023 |
| James Cavedo Row | Houston, Tx | Dec 18, 2023 | Jun 7, 2023 |
The rule
- Registrations ended
- Dec 18, 2023
- Registered next
- Jun 7, 2023 to Jun 15, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape