DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Josef David Barr | Austin, Tx | Jul 31, 2024 | Aug 12, 2024 |
| Yu Hong Tan | Westlake, Tx | Aug 9, 2024 | Oct 10, 2024 |
The rule
- Registrations ended
- Jul 31, 2024 to Aug 9, 2024
- Registered next
- Aug 12, 2024 to Oct 10, 2024
- Branch state
- TX
- Cities
- 2, most in Austin, Tx
- Registered there that day
- 5,222 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape