DFX Intelligence
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Team lift-out
2 advisors left T••••••••• L•• for A• W••••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Edward Moriarty | Buda, Tx | Jul 13, 2022 | Jul 29, 2022 |
| Larry Kenneth Lyons | Buda, Tx | Jul 15, 2022 | Aug 2, 2022 |
The rule
- Registrations ended
- Jul 13, 2022 to Jul 15, 2022
- Registered next
- Jul 29, 2022 to Aug 2, 2022
- Branch state
- TX
- Cities
- 1, most in Buda, Tx
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape