DFX Intelligence
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Team lift-out
2 advisors left W•••••• F•••••••• G•••• I•• for P•••••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Jason Wootton | Conroe, Tx | Apr 14, 2026 | Mar 30, 2026 |
| Dudley Irwin Lehmer | Conroe, Tx | Apr 14, 2026 | Mar 30, 2026 |
The rule
- Registrations ended
- Apr 14, 2026
- Registered next
- Mar 30, 2026
- Branch state
- TX
- Cities
- 1, most in Conroe, 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