DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Lee Montgomery | Winona, Tx | Jun 24, 2022 | Jun 21, 2022 |
| Yixuan Cheng | Houston, Tx | Jun 27, 2022 | Jun 24, 2024 |
The rule
- Registrations ended
- Jun 24, 2022 to Jun 27, 2022
- Registered next
- Jun 21, 2022 to Jun 24, 2024
- Branch state
- TX
- Cities
- 2, most in Winnsboro, Tx
- Registered there that day
- 10,357 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape