DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Zachary HolmesSan Antonio, TxSep 24, 2024Sep 26, 2024
Edgar MartinezGrand Prairie, TxSep 26, 2024Sep 24, 2024
The rule
Registrations ended
Sep 24, 2024 to Sep 26, 2024
Registered next
Sep 24, 2024 to Sep 26, 2024
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
23,703 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into J••• M••••• S••••••••• L••