DFX Intelligence
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Team lift-out
2 advisors left K•••• • D•••••• for C••• S••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Hart Keene | Fort Worth, Tx | Aug 1, 2025 | Apr 15, 2025 |
| Matthew Dorchak | Fort Worth, Tx | Aug 1, 2025 | Apr 15, 2025 |
The rule
- Registrations ended
- Aug 1, 2025
- Registered next
- Apr 15, 2025
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape