DFX Intelligence
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Team lift-out
4 advisors left F••••• I••••••••• for V••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Humberto Vargas | Plano, Tx | Mar 5, 2026 | Mar 30, 2026 |
| Lora Lynn Leavenworth | Plano, Tx | Mar 12, 2026 | Jun 1, 2026 |
| Keaton Graham Anderson | Plano, Tx | Mar 20, 2026 | Apr 28, 2026 |
| Samuel Andrew Pleasant-Cress | Plano, Tx | Apr 2, 2026 | Apr 21, 2026 |
The rule
- Registrations ended
- Mar 5, 2026 to Apr 2, 2026
- Registered next
- Mar 30, 2026 to Jun 1, 2026
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,595 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape