DFX Intelligence

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Team lift-out

3 advisors left T••••• A••••••• S•••••••• I••• for S•••••••• A•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Erin Michelle SmithFort Worth, TxAug 5, 2025Aug 5, 2025
Larry Carlton MiltonFort Worth, TxAug 5, 2025Aug 5, 2025
Robert Edward BrownFort Worth, TxAug 5, 2025Aug 5, 2025
The rule
Registrations ended
Aug 5, 2025
Registered next
Aug 5, 2025
Branch state
TX
Cities
1, most in Fort Worth, Tx
Registered there that day
1,876 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of T••••• A••••••• S•••••••• I•••Other teams into S•••••••• A•••••••• L••