DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left I••••••••• A••••••• N•••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher George Kalafatis | Dallas, Tx | Dec 31, 2025 | Apr 26, 2024 |
| Jaimi Lee Dennehy | Dallas, Tx | Dec 31, 2025 | May 4, 2024 |
| Paul Edward Meyer | Dallas, Tx | Dec 31, 2025 | Apr 3, 2024 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Apr 3, 2024 to May 4, 2024
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 81 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape