DFX Intelligence
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Team lift-out
16 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for P•••••• W••••• M••••••••• G••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Grien Triplett | Plano, Tx | Mar 31, 2025 | Apr 2, 2025 |
| Chris Oberling | Nacogdoches, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Christopher David Colon | Frisco, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Gavin Ray Baker | Mckinney, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Helen Foster Hackney Conley | Dallas, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Holly Elizabeth Pace | Cushing, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Joel Marshall Hackney | Tyler, Tx | Mar 31, 2025 | Apr 1, 2025 |
| John Strickland | Mt Vernon, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Joshua Wardle | Henderson, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Michael Branch | Plano, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Michael Jack Goodman | Rockwall, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Ricky Earl Brown | Nacogdoches, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Robert Dwight Mcmeen | Crossroads, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Scarlett Rebecca Long | Nacogdoches, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Tamlyn Ray Baker | The Colony, Tx | Mar 31, 2025 | Apr 1, 2025 |
| Tyler West Hastings | Plano, Tx | Mar 31, 2025 | Apr 4, 2025 |
The rule
- Registrations ended
- Mar 31, 2025
- Registered next
- Apr 1, 2025 to Apr 4, 2025
- Branch state
- TX
- Cities
- 12, most in Plano, Tx
- Registered there that day
- 5,764 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape