DFX Intelligence
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Team lift-out
3 advisors left W•••••• S••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 13, 2025
- Registered next
- Aug 13, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 205 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape