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 |
|---|---|---|---|
| Wen Cheng | Westlake, Tx | Mar 26, 2025 | Apr 10, 2025 |
| Gabriel White | Fort Worth, Tx | Apr 2, 2025 | Apr 21, 2025 |
The rule
- Registrations ended
- Mar 26, 2025 to Apr 2, 2025
- Registered next
- Apr 10, 2025 to Apr 21, 2025
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 5,523 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape