DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Elisabeth C BaileyAustin, TxJul 14, 2025Jul 7, 2025
Thomas D BrayAustin, TxJul 15, 2025Jul 7, 2025
Emily A DuncanCollege Station, TxJul 29, 2025Jul 28, 2025
William C HughesCollege Station, TxJul 29, 2025Aug 1, 2025
William H HolcombeCollege Station, TxJul 29, 2025Jul 28, 2025
Blake Collins BiddleSan Antonio, TxAug 1, 2025Sep 10, 2025
Monty Shea HolcombeCollege Station, TxAug 12, 2025Aug 3, 2025
The rule
Registrations ended
Jul 14, 2025 to Aug 12, 2025
Registered next
Jul 7, 2025 to Sep 10, 2025
Branch state
TX
Cities
3, most in College Station, Tx
Registered there that day
21,513 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into U•• F•••••••• S••••••• I•••