DFX Intelligence
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Team lift-out
2 advisors left U••• I••••••••• S••••••• C•••••• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Vanessa Anne Houle | San Antonio, Tx | Jul 31, 2019 | Aug 13, 2019 |
| Samuel Clayton Emmerson | San Antonio, Tx | Aug 6, 2019 | Aug 13, 2019 |
The rule
- Registrations ended
- Jul 31, 2019 to Aug 6, 2019
- Registered next
- Aug 13, 2019
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 495 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape