DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for A••••• A•• P••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andres Eduardo Martinez | Plano, Tx | Jul 16, 2026 | Jul 29, 2026 |
| Ian Alexander Troutman | Plano, Tx | Jul 20, 2026 | Aug 3, 2026 |
The rule
- Registrations ended
- Jul 16, 2026 to Jul 20, 2026
- Registered next
- Jul 29, 2026 to Aug 3, 2026
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,835 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape