DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ana C Gomez | Longview, Tx | Apr 2, 2025 | Mar 28, 2025 |
| Dave Lyndon Spurrier | Longview, Tx | Apr 2, 2025 | Mar 28, 2025 |
| Debra Ella Nicholas | Longview, Tx | Apr 2, 2025 | Mar 28, 2025 |
| Michael Lyndon Spurrier | Longview, Tx | Apr 2, 2025 | Mar 28, 2025 |
| Tina Prior Sellers-Phelan | Longview, Tx | Apr 2, 2025 | Mar 28, 2025 |
The rule
- Registrations ended
- Apr 2, 2025
- Registered next
- Mar 28, 2025
- Branch state
- TX
- Cities
- 1, most in Longview, Tx
- Registered there that day
- 13,749 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape