DFX Intelligence
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Team lift-out
2 advisors left I•••••••• R••• L•• for M••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jackie Lynn Goulas | Lafayette, La | Dec 31, 2025 | Jan 5, 2026 |
| Shawn Mitchell Defoe | Lafayette, La | Dec 31, 2025 | Nov 12, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Nov 12, 2025 to Jan 5, 2026
- Branch state
- LA
- Cities
- 1, most in Lafayette, La
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape