DFX Intelligence
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Team lift-out
2 advisors left U••• I••••••••• S••••••• C•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Lorson | San Antonio, Tx | Feb 15, 2019 | Jun 18, 2019 |
| Ross Michael Van Klaveren | San Antonio, Tx | Feb 18, 2019 | Feb 11, 2019 |
The rule
- Registrations ended
- Feb 15, 2019 to Feb 18, 2019
- Registered next
- Feb 11, 2019 to Jun 18, 2019
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 571 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape