DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Clark Andrew HenryHouston, TxAug 4, 2026Jul 31, 2026
Dylan Clay DaggettHouston, TxAug 4, 2026Jul 31, 2026
Jeffrey Allen GreenHouston, TxAug 4, 2026Jul 31, 2026
John Michael GroverHouston, TxAug 4, 2026Jul 31, 2026
Lauren Kathleen SmithHouston, TxAug 4, 2026Jul 31, 2026
Robert Charles BurksSugar Land, TxAug 4, 2026Jul 31, 2026
The rule
Registrations ended
Aug 4, 2026
Registered next
Jul 31, 2026
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
6,632 (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••••••••• I••••••••• A•••••••• L••