DFX Intelligence
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Team lift-out
4 advisors left S••••••• W••••• U•• for B••••• G••••• A•••••• N••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Mesa | Houston, Tx | Sep 8, 2023 | Aug 10, 2023 |
| Michael Andre Jordan | Houston, Tx | Sep 8, 2023 | Sep 8, 2023 |
| Craig Nicholas Murrin | Houston, Tx | Sep 11, 2023 | Aug 7, 2023 |
| Nicolas Justin Mauricio | Houston, Tx | Sep 11, 2023 | Aug 10, 2023 |
The rule
- Registrations ended
- Sep 8, 2023 to Sep 11, 2023
- Registered next
- Aug 7, 2023 to Sep 8, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 44%
- Succession by the destination
- none on the tape