DFX Intelligence
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Team lift-out
2 advisors left W••••••••• A•••••••• L•• for S••••••••• F••••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara J Bridgman | Plano, Tx | Feb 3, 2026 | Jun 30, 2025 |
| Eric Edward Wolfe | Mckininey, Tx | Feb 3, 2026 | Jun 27, 2025 |
The rule
- Registrations ended
- Feb 3, 2026
- Registered next
- Jun 27, 2025 to Jun 30, 2025
- Branch state
- TX
- Cities
- 2, most in Mckinney, Tx
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape