DFX Intelligence
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Team lift-out
3 advisors left E•••••••• A•••••••• L•• for V•••••• F••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benedict Heeboem Lee | Cedar Park, Tx | Oct 30, 2024 | Oct 28, 2024 |
| Reid Joseph Limegrover | Austin, Tx | Oct 30, 2024 | Oct 28, 2024 |
| Jeremy Tung | Austin, Tx | Oct 31, 2024 | Oct 28, 2024 |
The rule
- Registrations ended
- Oct 30, 2024 to Oct 31, 2024
- Registered next
- Oct 28, 2024
- Branch state
- TX
- Cities
- 2, most in Austin, Tx
- Registered there that day
- 3,734 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape