DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Austin James MitchellDallas, TxAug 12, 2025Aug 14, 2025
Bradyn David PapkeDallas, TxAug 12, 2025Aug 14, 2025
Talia Rose CalhounDallas, TxAug 12, 2025Aug 14, 2025
The rule
Registrations ended
Aug 12, 2025
Registered next
Aug 14, 2025
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
5,919 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into C••••••