DFX Intelligence
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Team lift-out
2 advisors left T••••••• A•••• M••••••••• L•• for O••• C•••••• L••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 2, 2025
- Registered next
- Mar 17, 2023 to Jan 1, 2025
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape