DFX Intelligence
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Team lift-out
4 advisors left M••••• S•••••• for A•••••••• P•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kayla Knox Sickman | Houston, Tx | May 16, 2025 | May 2, 2025 |
| M H P Moldawer | Houston, Tx | May 16, 2025 | May 2, 2025 |
| John William Gutkowski | Houston, Tx | May 19, 2025 | May 2, 2025 |
| William Harger Carsey | Houston, Tx | May 19, 2025 | May 2, 2025 |
The rule
- Registrations ended
- May 16, 2025 to May 19, 2025
- Registered next
- May 2, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 21,306 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape