DFX Intelligence
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Team lift-out
2 advisors left C••• F•••••••• S•••••••• L••• for C•••••• S••••• • C••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori Ann Sturgis | Cedar Park, Tx | Sep 7, 2021 | Sep 21, 2021 |
| Marlon A Tenorio | San Marcos, Tx | Sep 20, 2021 | Dec 7, 2021 |
The rule
- Registrations ended
- Sep 7, 2021 to Sep 20, 2021
- Registered next
- Sep 21, 2021 to Dec 7, 2021
- Branch state
- TX
- Cities
- 2, most in Round Rock, Tx
- Registered there that day
- 436 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape