DFX Intelligence
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Team lift-out
2 advisors left S••••••• W••••• U•• for B••••••••• F•••••••• M••••••••• ••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lewis Jay Ringham | Houston, Tx | Sep 13, 2023 | May 12, 2023 |
| Mark Robert Langley | Houston, Tx | Sep 13, 2023 | May 12, 2023 |
The rule
- Registrations ended
- Sep 13, 2023
- Registered next
- May 12, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape