DFX Intelligence
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Team lift-out
2 advisors left V•••• F•••••••• A•••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Mason | The Woodlands, Tx | Apr 21, 2023 | May 16, 2023 |
| Baldemar Garza | Houston, Tx | Apr 26, 2023 | May 11, 2023 |
The rule
- Registrations ended
- Apr 21, 2023 to Apr 26, 2023
- Registered next
- May 11, 2023 to May 16, 2023
- Branch state
- TX
- Cities
- 2, most in The Woodlands, Tx
- Registered there that day
- 1,176 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape