DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| An Le | Katy, Tx | Mar 6, 2022 | May 23, 2022 |
| Sheila Barrientos Tondre | San Antonio, Tx | Mar 10, 2022 | Apr 13, 2022 |
The rule
- Registrations ended
- Mar 6, 2022 to Mar 10, 2022
- Registered next
- Apr 13, 2022 to May 23, 2022
- Branch state
- TX
- Cities
- 2, most in Katy, Tx
- Registered there that day
- 6,595 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape