DFX Intelligence
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Team lift-out
2 advisors left I••••• P••••••••• W•••••• L•• for B•• F•••••••• P••••••• W•••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Karl Christian Joern | Houston, Tx | Jan 13, 2025 | Oct 2, 2024 |
| Vicki Lynn Joern | Houston, Tx | Jan 13, 2025 | Sep 26, 2024 |
The rule
- Registrations ended
- Jan 13, 2025
- Registered next
- Sep 26, 2024 to Oct 2, 2024
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 69 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape