DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left I••••••••• A••••••• N•••••• L•• for D•••••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Thomas NewhouseDallas, TxAug 21, 2026Oct 1, 2025
Jennifer Hope NewhouseDallas, TxAug 21, 2026Oct 30, 2025
John Peter NewhouseDallas, TxAug 21, 2026Oct 1, 2025
Stephen Scott HallDallas, TxAug 21, 2026Oct 24, 2025
The rule
Registrations ended
Aug 21, 2026
Registered next
Oct 1, 2025 to Oct 30, 2025
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
84 (people still on IAPD; an estimate)
Share of that headcount
4.8%
Succession by the destination
none on the tape
Other teams out of I••••••••• A••••••• N•••••• L••Other teams into D•••••••• W••••• M••••••••• L••