DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Mccrary FowlerPampa, TxSep 18, 2026Sep 14, 2026
Daniel Ryan HoukAmarillo, TxSep 18, 2026Sep 14, 2026
Jeff Chad CarlileLubbock, TxSep 18, 2026Sep 14, 2026
Jon Bradley BurnettAmarillo, TxSep 18, 2026Sep 18, 2026
The rule
Registrations ended
Sep 18, 2026
Registered next
Sep 14, 2026 to Sep 18, 2026
Branch state
TX
Cities
3, most in Amarillo, Tx
Registered there that day
6,697 (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 L•• F•••••••• L••