DFX Intelligence
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Team lift-out
4 advisors left L•• F•••••••• L•• for B•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Marshall Mars | Dallas, Tx | Jun 22, 2022 | Jan 10, 2024 |
| Donald Pete Peterson | Dallas, Tx | Jun 29, 2022 | Nov 4, 2013 |
| Jacinta Thompson | Dallas, Tx | Jun 29, 2022 | Jun 15, 2015 |
The rule
- Registrations ended
- Jun 22, 2022 to Jun 29, 2022
- Registered next
- Nov 4, 2013 to Jan 11, 2024
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 13,593 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape