DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left F•••••• D•• S••••••••• L•• for B•••••• C••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Keith StrahanHouston, TxSep 22, 2025Sep 2, 2025
Samuel Charles WebbHouston, TxSep 22, 2025Sep 2, 2025
The rule
Registrations ended
Sep 22, 2025
Registered next
Sep 2, 2025
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
33%
Succession by the destination
none on the tape
Other teams out of F•••••• D•• S••••••••• L••Other teams into B•••••• C••••••