DFX Intelligence
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Team lift-out
3 advisors left S•••••• F•••• I••••••••• G••••• I••• for M••••••••• C•••••• M••••••••• I•••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Harrison Carlson | Little Rock, Ar | Mar 25, 2019 | Dec 17, 2014 |
| James William Watkins | Fayetteville, Ar | Mar 25, 2019 | Dec 17, 2014 |
| Lisa Jo Rabatin | No Little Rock, Ar | Mar 25, 2019 | Dec 17, 2014 |
The rule
- Registrations ended
- Mar 25, 2019
- Registered next
- Dec 17, 2014
- Branch state
- AR
- Cities
- 3, most in No Little Rock, Ar
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape