DFX Intelligence
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Team lift-out
2 advisors left U••• I••••••••• S••••••• C•••••• for F••••• I•••••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Howell Lewis Florence | San Antonio, Tx | Jun 15, 2020 | Oct 15, 2020 |
| Wade Elmo Oneal | San Antonio, Tx | Jun 17, 2020 | May 20, 2021 |
The rule
- Registrations ended
- Jun 15, 2020 to Jun 17, 2020
- Registered next
- Oct 15, 2020 to May 20, 2021
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 207 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape