DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• S••••••••• L•• for A•••••• W••••• S••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Oanh Kim Ton | Sugar Land, Tx | Oct 18, 2018 | Nov 13, 2018 |
| Preston William Snow | Sugar Land, Tx | Oct 19, 2018 | Oct 11, 2018 |
| Bradley Trent Covey | Houston, Tx | Oct 23, 2018 | Oct 10, 2018 |
The rule
- Registrations ended
- Oct 18, 2018 to Oct 23, 2018
- Registered next
- Oct 10, 2018 to Nov 13, 2018
- Branch state
- TX
- Cities
- 2, most in Sugar Land, Tx
- Registered there that day
- 4,909 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape