DFX Intelligence
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Team lift-out
2 advisors left F••••• I••••••••• for C•••••• S••••• • C••• I•••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 18, 2025
- Registered next
- Aug 13, 2025 to Jan 27, 2026
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,386 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape