DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for U••• I••••••••• S••••••• C••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ather Naqi | Plano, Tx | Aug 15, 2019 | Oct 16, 2019 |
| Joann Annette Thomas | San Antonio, Tx | Aug 16, 2019 | Nov 15, 2019 |
The rule
- Registrations ended
- Aug 15, 2019 to Aug 16, 2019
- Registered next
- Oct 16, 2019 to Nov 15, 2019
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 5,266 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape