DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for F••••• I•••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryce Roy | Dallas, Tx | Jul 26, 2024 | Sep 10, 2024 |
| Michaela Gayapanao Pablo | Westlake, Tx | Jul 29, 2024 | Sep 12, 2024 |
The rule
- Registrations ended
- Jul 26, 2024 to Jul 29, 2024
- Registered next
- Sep 10, 2024 to Sep 12, 2024
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 5,218 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape