DFX Intelligence
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Team lift-out
5 advisors left F••••• I••••••••• for P••• A••••••• I••••••••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Lyndon Garron | Plano, Tx | Aug 19, 2025 | Aug 15, 2025 |
| Hayden Lee Vanover | Plano, Tx | Aug 26, 2025 | Sep 4, 2025 |
| Crystal Latorial Roseman | Plano, Tx | Sep 9, 2025 | Sep 4, 2025 |
| Jarrod Brock | Plano, Tx | Sep 23, 2025 | Oct 10, 2025 |
| Luke Gordon Schlenker | Plano, Tx | Sep 23, 2025 | Nov 7, 2025 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Aug 19, 2025 to Sep 23, 2025
- Registered next
- Aug 15, 2025 to Nov 7, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,393 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape