DFX Intelligence
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Team lift-out
3 advisors left A••••••• A••••••• S•••••••• L•• for E••••••• W••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David William Bregger | Austin, Tx | Nov 21, 2023 | Nov 14, 2023 |
| Jasen Lee Wallace | Austin, Tx | Nov 21, 2023 | Nov 14, 2023 |
| Matthew Carl Weinheimer | Austin, Tx | Nov 22, 2023 | Nov 14, 2023 |
The rule
- Registrations ended
- Nov 21, 2023 to Nov 22, 2023
- Registered next
- Nov 14, 2023
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 483 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape