DFX Intelligence
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Team lift-out
2 advisors left W••••• C••••••• G•••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dennis Wayne Stavinoha | Houston, Tx | Mar 20, 2025 | Jan 10, 2025 |
| Dylan Michael Tarpey | Houston, Tx | Mar 20, 2025 | Jan 10, 2025 |
The rule
- Registrations ended
- Mar 20, 2025
- Registered next
- Jan 10, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape