DFX Intelligence
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Channel change (one enterprise)
18 advisors moved from A•••••• A••••••• S••••••• to A•••••• P••••••• P•••••••• I•••
Not a lift-out: both firms report A•••••• Wm Holdings, Inc. as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Watts | Dallas, Tx | Sep 5, 2025 | Mar 30, 2021 |
| Angela Atkins Ambrose | Dallas, Tx | Sep 5, 2025 | Aug 12, 2025 |
| Brian Carrillo | Dallas, Tx | Sep 5, 2025 | Mar 22, 2021 |
| Brian Thomas Schmidt | Carrollton, Tx | Sep 5, 2025 | Mar 18, 2021 |
| Brian Timothy Stephens | Baytown, Tx | Sep 5, 2025 | Jan 8, 2024 |
| Cameron J Miller | Houston, Tx | Sep 5, 2025 | Feb 20, 2024 |
| Davin J Carey | Dallas, Tx | Sep 5, 2025 | Apr 2, 2021 |
| Gavin Isaiah Gilpin | Dallas, Tx | Sep 5, 2025 | Aug 9, 2024 |
| Ivan Smirnou | Dallas, Tx | Sep 5, 2025 | May 12, 2025 |
| John J Crowe | Dallas, Tx | Sep 5, 2025 | Dec 7, 2021 |
| Jordan Franklin Polston | Dallas, Tx | Sep 5, 2025 | Jan 5, 2024 |
| Joseph Daniel Webster | Baytown, Tx | Sep 5, 2025 | Jan 5, 2024 |
| Matthew L Zokai | Dallas, Tx | Sep 5, 2025 | Feb 1, 2023 |
| Matthew Phillip Murch | Dallas, Tx | Sep 5, 2025 | Mar 12, 2024 |
| Mitchell Pregler | Dallas, Tx | Sep 5, 2025 | Jun 2, 2025 |
| Moises Humberto Ospina | Southlake, Tx | Sep 5, 2025 | Sep 2, 2022 |
| Pardis Ferdosi | Houston, Tx | Sep 5, 2025 | Jun 29, 2023 |
| Sam Matthew Digiovanni | Dallas, Tx | Sep 5, 2025 | Dec 6, 2021 |
| Samuel James Angelo | Dallas, Tx | Sep 5, 2025 | Sep 7, 2021 |
The rule
- Registrations ended
- Sep 5, 2025 to Sep 8, 2025
- Registered next
- Mar 18, 2021 to Aug 12, 2025
- Branch state
- TX
- Cities
- 5, most in Dallas, Tx
- Registered there that day
- 2,154 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- One enterprise because
- both firms report A•••••• Wm Holdings, Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape