DFX Intelligence
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Team lift-out
2 advisors left B••••••••• W••••• A•••••••• L•• for T•••• W••••• P•••••••• L••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad William Golseth | Bedford, Tx | May 29, 2025 | Feb 25, 2025 |
| Jacob Merrill Golseth | Colleyville, Tx | May 29, 2025 | Feb 25, 2025 |
The rule
- Registrations ended
- May 29, 2025
- Registered next
- Feb 25, 2025
- Branch state
- TX
- Cities
- 2, most in Bedford, Tx
- Registered there that day
- 229 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape