DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• S••••••••• L•• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David T. Kettlewell | Plano, Tx | Jan 19, 2025 | Jan 17, 2025 |
| Patrick Rinehart Cleary | Mckinney, Tx | Jan 30, 2025 | Jan 17, 2025 |
The rule
- Registrations ended
- Jan 19, 2025 to Jan 30, 2025
- Registered next
- Jan 17, 2025 to Jan 31, 2025
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 11,412 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape