DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for O•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Steven Wolfe | Woodway, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Lila Shay Wolfe | Waco, Tx | Mar 31, 2025 | Apr 1, 2025 |
The rule
- Registrations ended
- Mar 31, 2025
- Registered next
- Apr 1, 2025
- Branch state
- TX
- Cities
- 2, most in Woodway, Tx
- Registered there that day
- 5,764 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape