DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left M•• I•••••••• S•••••••• L•• for S••••••• S••••••••• L•••••

BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Jaime GalvanDallas, TxJun 4, 2026Jan 1, 2000
Jeffrey Dale CumminsLucas, TxJun 4, 2026Mar 28, 2002
Landon James VaughanWaxahachie, TxJun 4, 2026May 12, 2020
William Richard GeilerDallas, TxJun 4, 2026Jul 20, 2004
Truman Graves BlockerDallas, TxJun 5, 2026Jan 2, 2001
The rule
Registrations ended
Jun 4, 2026 to Jun 5, 2026
Registered next
Jan 1, 2000 to May 12, 2020
Branch state
TX
Cities
3, most in Dallas, Tx
Registered there that day
4,953 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of M•• I•••••••• S•••••••• L••Other teams into S••••••• S••••••••• L•••••