DFX Intelligence
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Team lift-out
2 advisors left W•••••••• W••••• M••••••••• C•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin R Tehan | Dallas, Tx | Dec 2, 2024 | Dec 17, 2024 |
| Matthew Chrisman Thompson | Dallas, Tx | Dec 2, 2024 | Dec 17, 2024 |
The rule
- Registrations ended
- Dec 2, 2024
- Registered next
- Dec 17, 2024
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape