DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stewart Bruce Leafblad | Dallas, Tx | Sep 21, 2018 | Oct 14, 2021 |
| William Burk Rosenthal | Dallas, Tx | Sep 21, 2018 | Nov 29, 2021 |
The rule
- Registrations ended
- Sep 21, 2018
- Registered next
- Oct 14, 2021 to Nov 29, 2021
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 8,090 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape