DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• S••••••••• L•• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ridha Durrani | Plano, Tx | Nov 18, 2021 | Nov 1, 2021 |
| Holvyn Montalvo | San Antonio, Tx | Nov 20, 2021 | Jan 27, 2022 |
| Daniel Mckinley Yancy | Plano, Tx | Dec 4, 2021 | Jul 7, 2022 |
The rule
- Registrations ended
- Nov 18, 2021 to Dec 4, 2021
- Registered next
- Nov 1, 2021 to Jul 7, 2022
- Branch state
- TX
- Cities
- 2, most in Plano, Tx
- Registered there that day
- 6,337 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape