DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left D••• B••••••• I••• for T•• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dale Edward Buckner | Amarillo, Tx | Mar 9, 2026 | Jan 7, 2026 |
| Teresa Ann Roop | Amarillo, Tx | Mar 9, 2026 | Jan 7, 2026 |
The rule
- Registrations ended
- Mar 9, 2026
- Registered next
- Jan 7, 2026
- Branch state
- TX
- Cities
- 1, most in Amarillo, 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