DFX Intelligence
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Team lift-out
3 advisors left P••••••• W••••• G••••• L•• for B••• W••••• S••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Nov 27, 2023
- Registered next
- Nov 28, 2023 to Dec 6, 2023
- Branch state
- NM
- Cities
- 1, most in Rio Rancho, Nm
- Registered there that day
- 45 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape