DFX Intelligence
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Team lift-out
4 advisors left L••• S••••• A•••••••• L•• for C••••• A••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew R Macdougall | Austin, Tx | Nov 3, 2025 | Feb 9, 2021 |
| Jonathan Peter Sowa | Austin, Tx | Nov 3, 2025 | Feb 25, 2019 |
| Norman Douglas Hostetler | Austin, Tx | Nov 3, 2025 | Apr 26, 2022 |
| Shelley Leavitt Nadel | Houston, Tx | Nov 3, 2025 | Sep 7, 2021 |
The rule
- Registrations ended
- Nov 3, 2025
- Registered next
- Feb 25, 2019 to Apr 26, 2022
- Branch state
- TX
- Cities
- 2, most in Austin, Tx
- Registered there that day
- 129 (people still on IAPD; an estimate)
- Share of that headcount
- 3.1%
- Succession by the destination
- none on the tape