DFX Intelligence
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Team lift-out
6 advisors left F•••• I••••••••• S••••••• for F•••• T•••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carlos Tijerina Jr | Pasadena, Tx | Aug 7, 2026 | Aug 11, 2026 |
| Dana Renee Otoole | San Antonio, Tx | Aug 7, 2026 | Aug 13, 2026 |
| Miguel Palacios Jr | San Antonio, Tx | Aug 7, 2026 | Aug 11, 2026 |
| Roberto Aburto | Kingwood, Tx | Aug 7, 2026 | Aug 26, 2026 |
| Kyle Douglas Gregory | Katy, Tx | Aug 12, 2026 | Aug 14, 2026 |
| Jonathon Durst Mcadams | San Antonio, Tx | Aug 20, 2026 | Aug 26, 2026 |
The rule
- Registrations ended
- Aug 7, 2026 to Aug 20, 2026
- Registered next
- Aug 11, 2026 to Aug 26, 2026
- Branch state
- TX
- Cities
- 4, most in San Antonio, Tx
- Registered there that day
- 165 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.