DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••• I•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dylan Elijah Delacruz | Mckinney, Tx | Aug 14, 2024 | Aug 16, 2024 |
| Kory Close | Fort Worth, Tx | Aug 15, 2024 | Aug 16, 2024 |
| Golnar Abolghasemi | San Antonio, Tx | Aug 20, 2024 | Aug 21, 2024 |
The rule
- Registrations ended
- Aug 14, 2024 to Aug 20, 2024
- Registered next
- Aug 16, 2024 to Aug 21, 2024
- Branch state
- TX
- Cities
- 3, most in Mckinney, Tx
- Registered there that day
- 23,618 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape