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 C••••• A••••••• G••••• L•• for L••••• F•••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Feb 26, 2026
- Registered next
- Mar 12, 2026
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 71 (people still on IAPD; an estimate)
- Share of that headcount
- 2.8%
- Succession by the destination
- none on the tape