DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for A••••• A•• P••••••• S•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Robert Herron | Westlake, Tx | Jul 29, 2024 | Sep 13, 2024 |
| Sean Michael Newman | Westlake, Tx | Aug 5, 2024 | Apr 29, 2025 |
The rule
- Registrations ended
- Jul 29, 2024 to Aug 5, 2024
- Registered next
- Sep 13, 2024 to Apr 29, 2025
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 5,217 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape