DFX Intelligence
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Team lift-out
2 advisors left H••••••• F•••••••• P••••••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allison G Geiger | Dallas, Tx | Jul 18, 2025 | Jul 20, 2025 |
| Chad Alan Smith | Dallas, Tx | Jul 18, 2025 | Jul 20, 2025 |
The rule
- Registrations ended
- Jul 18, 2025
- Registered next
- Jul 20, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape