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 |
|---|---|---|---|
| Calvin Michael Reid | Westlake, Tx | May 12, 2025 | May 20, 2025 |
| Paul Wibbenmeyer | Westlake, Tx | May 24, 2025 | Jun 25, 2025 |
The rule
- Registrations ended
- May 12, 2025 to May 24, 2025
- Registered next
- May 20, 2025 to Jun 25, 2025
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 5,595 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape