DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Wayne Smith | Waco, Tx | Aug 3, 2026 | Jul 23, 2026 |
| Charles Jerry Lewis | Waco, Tx | Aug 3, 2026 | Sep 1, 2026 |
| Rebecca Ann Mcgee | Waco, Tx | Aug 3, 2026 | Jul 23, 2026 |
| Christopher John Lewis | Waco, Tx | Aug 7, 2026 | Jul 23, 2026 |
The rule
- Registrations ended
- Aug 3, 2026 to Aug 7, 2026
- Registered next
- Jul 23, 2026 to Sep 1, 2026
- Branch state
- TX
- Cities
- 1, most in Waco, Tx
- Registered there that day
- 14,569 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape