DFX Intelligence
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Team lift-out
2 advisors left A•••••• W••••• S•••••••• for C••••••••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Matthew Thailing | Houston, Tx | Jul 8, 2026 | Jun 26, 2026 |
| Joshua William Patterson | Houston, Tx | Jul 8, 2026 | Jul 2, 2026 |
The rule
- Registrations ended
- Jul 8, 2026
- Registered next
- Jun 26, 2026 to Jul 2, 2026
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 43 (people still on IAPD; an estimate)
- Share of that headcount
- 4.7%
- Succession by the destination
- none on the tape