DFX Intelligence
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Team lift-out
4 advisors left J••• M••••• S••••••••• L•• for N•••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ben A Roth | Dallas, Tx | Jun 8, 2024 | Jun 10, 2024 |
| Erik J Linstrom | Dallas, Tx | Jun 8, 2024 | Jun 10, 2024 |
| Shawn Michael Stanley | Dallas, Tx | Jun 8, 2024 | Jun 7, 2024 |
| Kristopher Cawthon | Dallas, Tx | Jun 14, 2024 | Jun 7, 2024 |
The rule
- Registrations ended
- Jun 8, 2024 to Jun 14, 2024
- Registered next
- Jun 7, 2024 to Jun 10, 2024
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 10,552 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape