DFX Intelligence
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Team lift-out
2 advisors left A••••••••• L••• for C•••••• A•••• M••••••••• L••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danique E Van Der Velden | Houston, Tx | Nov 7, 2025 | Nov 19, 2025 |
| Zachary Lincoln Gardner | Houston, Tx | Nov 7, 2025 | Oct 28, 2025 |
The rule
- Registrations ended
- Nov 7, 2025
- Registered next
- Oct 28, 2025 to Nov 19, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 477 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape