DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C••••• I••••••••• A••••••• L•• for P•••••• A•••••• G••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jing XuArlington, TxJul 21, 2026Jul 16, 2026
Xinyu LiuArlington, TxJul 22, 2026Jul 16, 2026
Chin PoPlano, TxJul 24, 2026Jul 16, 2026
Fang-Hsi LeeArlington, TxJul 27, 2026Jul 16, 2026
Weili JiangArlington, TxJul 27, 2026Jul 17, 2026
The rule
Registrations ended
Jul 21, 2026 to Jul 27, 2026
Registered next
Jul 16, 2026 to Jul 17, 2026
Branch state
TX
Cities
2, most in Arlington, Tx
Registered there that day
10,346 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into P•••••• A•••••• G••••• L••