DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for E••••• J••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mary E White | Plano, Tx | Mar 4, 2025 | Apr 20, 2026 |
| David Anthony Mick | Little Elm, Tx | Mar 6, 2025 | Mar 7, 2025 |
The rule
- Registrations ended
- Mar 4, 2025 to Mar 6, 2025
- Registered next
- Mar 7, 2025 to Apr 20, 2026
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 11,521 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape