DFX Intelligence
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Team lift-out
2 advisors left T••••••• A••••••• L•• for S•••••• M••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nancy Elaine Dixon | Frisco, Tx | Jan 8, 2026 | Jan 31, 2019 |
| Steve Mangold | Frisco, Tx | Jan 8, 2026 | Nov 1, 2019 |
The rule
- Registrations ended
- Jan 8, 2026
- Registered next
- Jan 31, 2019 to Nov 1, 2019
- Branch state
- TX
- Cities
- 1, most in Frisco, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape