DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for D••• I•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sebastian Oscar Lopez-Hafen | Plano, Tx | May 19, 2025 | May 27, 2025 |
| Robert Jonathan Badger | Plano, Tx | May 21, 2025 | May 27, 2025 |
The rule
- Registrations ended
- May 19, 2025 to May 21, 2025
- Registered next
- May 27, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,347 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape