DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George E. Marin | San Antonio, Tx | Dec 4, 2025 | May 21, 2026 |
| Richard G. Sosa | San Antonio, Tx | Dec 4, 2025 | Jan 23, 2026 |
The rule
- Registrations ended
- Dec 4, 2025
- Registered next
- Jan 23, 2026 to May 21, 2026
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 2,257 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape