DFX Intelligence
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Team lift-out
3 advisors left T• A••••••••• I••• for F••••• I•••••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jared Haggard | Fort Worth, Tx | Jan 11, 2021 | Apr 23, 2021 |
| Ramon Edgar Hernandez | San Antonio, Tx | Jan 11, 2021 | May 28, 2021 |
| Richard Nicholas Freas | Fort Worth, Tx | Jan 11, 2021 | Mar 18, 2021 |
The rule
- Registrations ended
- Jan 11, 2021
- Registered next
- Mar 18, 2021 to May 28, 2021
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 1,467 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape