DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for P•• C•••••• L••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Ryan Procter | Southlake, Tx | Apr 8, 2026 | Jun 2, 2025 |
| Shaylor Smith | Southlake, Tx | Apr 8, 2026 | Jun 2, 2025 |
The rule
- Registrations ended
- Apr 8, 2026
- Registered next
- Jun 2, 2025
- Branch state
- TX
- Cities
- 1, most in Southlake, Tx
- Registered there that day
- 7,943 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape