DFX Intelligence
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Team lift-out
12 advisors left W•••• F•••• A••••••• for T••••••• S••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Reid | Nacogdoches, Tx | Oct 15, 2025 | Oct 10, 2025 |
| Jason Stokes Grigsby | Tyler, Tx | Oct 15, 2025 | Oct 10, 2025 |
| Meggan Elaine Jeter | Tyler, Tx | Oct 15, 2025 | Oct 10, 2025 |
| Stuart Bays | Tyler, Tx | Oct 15, 2025 | Oct 10, 2025 |
| William Badders | Tyler, Tx | Oct 15, 2025 | Oct 10, 2025 |
| Ann Arscott Moore | Nacogdoches, Tx | Oct 27, 2025 | Oct 20, 2025 |
| Craig Conser | Tyler, Tx | Oct 27, 2025 | Oct 20, 2025 |
| Jamison Brooks Bays | Tyler, Tx | Oct 27, 2025 | Oct 17, 2025 |
| Michael Frederick Elias | Dallas, Tx | Oct 27, 2025 | Oct 17, 2025 |
| Stephen Mills | Tyler, Tx | Oct 27, 2025 | Oct 17, 2025 |
| Wendy Buchanan | Nacogdoches, Tx | Oct 27, 2025 | Oct 20, 2025 |
| William Jeremiah Smith | Tyler, Tx | Oct 27, 2025 | Oct 17, 2025 |
The rule
- Registrations ended
- Oct 15, 2025 to Oct 27, 2025
- Registered next
- Oct 10, 2025 to Oct 20, 2025
- Branch state
- TX
- Cities
- 3, most in Tyler, Tx
- Registered there that day
- 3,389 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape