DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shawn Bozile | Colleyville, Tx | Mar 4, 2022 | Apr 4, 2022 |
| Ly Ann Marie Cruz Rodriguez | San Antonio, Tx | Mar 15, 2022 | Jun 14, 2022 |
The rule
- Registrations ended
- Mar 4, 2022 to Mar 15, 2022
- Registered next
- Apr 4, 2022 to Jun 14, 2022
- Branch state
- TX
- Cities
- 2, most in Colleyville, Tx
- Registered there that day
- 21,905 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape