DFX Intelligence
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Team lift-out
3 advisors left P••• A••••••• I••••••••• A•••••••• I••• for C••••• A••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Anthony Nappi | Plano, Tx | Jul 17, 2025 | Oct 29, 2025 |
| Trevor Lee Scott | Plano, Tx | Jul 18, 2025 | Oct 30, 2025 |
| Braiden Simpson | Plano, Tx | Jul 22, 2025 | Oct 28, 2025 |
The rule
- Registrations ended
- Jul 17, 2025 to Jul 22, 2025
- Registered next
- Oct 28, 2025 to Oct 30, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape