DFX Intelligence
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Team lift-out
2 advisors left L•••• F••• A••••••• S••••••• for S••••• A••••••• W•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Ashley Doise | Dallas, Tx | Mar 11, 2026 | Mar 11, 2026 |
| Jason Paul Inman | Dallas, Tx | Mar 11, 2026 | Mar 11, 2026 |
The rule
- Registrations ended
- Mar 11, 2026
- Registered next
- Mar 11, 2026
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 140 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape