DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for S••••• W••••• A•••••••• I•••
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joel Castor | Plano, Tx | Apr 23, 2026 | Apr 24, 2026 |
| Roland Villanueva | Plano, Tx | May 7, 2026 | May 30, 2026 |
The rule
- Registrations ended
- Apr 23, 2026 to May 7, 2026
- Registered next
- Apr 24, 2026 to May 30, 2026
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,684 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape