DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left I••••••••• C••••••• L•• for E•••••••• P•••• W••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Clifton KellerHouston, TxJul 9, 2026Jun 29, 2026
Patrick Ryan KellerHouston, TxJul 9, 2026Jun 29, 2026
The rule
Registrations ended
Jul 9, 2026
Registered next
Jun 29, 2026
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
14%
Succession by the destination
none on the tape
Other teams out of I••••••••• C••••••• L••Other teams into E•••••••• P•••• W••••• P•••••••• L••