DFX Intelligence
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Team lift-out
2 advisors left C•••••• A••••••• S•••••••• L•• for T•••• W••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Antonio Lopez | Southlake, Tx | Dec 9, 2025 | Oct 29, 2025 |
| Terence K Brown | Dallas, Tx | Dec 22, 2025 | Dec 22, 2025 |
The rule
- Registrations ended
- Dec 9, 2025 to Dec 22, 2025
- Registered next
- Oct 29, 2025 to Dec 22, 2025
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 86 (people still on IAPD; an estimate)
- Share of that headcount
- 2.3%
- Succession by the destination
- none on the tape